{"podcast":{"title":"Financial Planner Search","slug":"financial-planner-search-7777021","podcast_index_feed_id":7777021,"rss_url":"https://api.riverside.fm/hosting/0EbIOsof.rss","website_url":"https://www.wilnaudesign.com/","image_url":"https://hosting-media.riverside.com/media/podcasts/594d7db1-d86b-483b-937e-9104ef41504d/logos/ccaa6669-220c-4d9f-a64f-fe76af984b3c.png","author":"Gregory Wilnau","episode_count":28,"summary":"Finding a financial advisor is easy. Finding the right one is hard. Most advisors look the same on paper — credentials, services, a polished website. But what you actually need to know is how they think, how they treat people, and whether you'd even enjoy working with them. That's what Financial Planner Search is for. Each episode, we sit down with an independent financial advisor for an honest, in-depth conversation. No sales pitch. No jargon. Just a real look at who they are, how they work, and who they're best suited to help. By the end, you'll know what they’re all about. Whether you're approaching retirement and looking for a fiduciary for the first time, thinking about leaving your current advisor, or simply want to make a smarter hiring decision — this show gives you the inside access you need.","last_synced_at":"2026-06-24T04:18:10.462286+00:00","page_url":"https://stenobird.com/podcast/financial-planner-search-7777021"},"episode":{"title":"The Human Side of Finance & Judgment-Free Zones with William Pitney | Financial Planner Search","slug":"the-human-side-of-finance-judgment-free-zones-with-william-pitney-financial-planner-search","published_at":"2026-03-26T18:00:00+00:00","page_url":"https://stenobird.com/podcast/financial-planner-search-7777021/the-human-side-of-finance-judgment-free-zones-with-william-pitney-financial-planner-search","show_page_url":"https://stenobird.com/podcast/financial-planner-search-7777021","url":"https://api.riverside.com/hosting-analytics/media/b99948b0a4f569bc1a0e29fb7fcda6ca4a8578d768b0aa471ce04db9df463ca3/eyJlcGlzb2RlSWQiOiI2ZjI3YzA2Yi00OWU4LTQ3MjAtYmUxMi1lMzU4MDUzZDEyMTgiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjk0MzFlOWIwMjVhNzVmM2VmZjk0ZmY2L2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNS0xMi0xN19fMjItMjAtMjcubXAzIn0=.mp3","audio_url":"https://api.riverside.com/hosting-analytics/media/b99948b0a4f569bc1a0e29fb7fcda6ca4a8578d768b0aa471ce04db9df463ca3/eyJlcGlzb2RlSWQiOiI2ZjI3YzA2Yi00OWU4LTQ3MjAtYmUxMi1lMzU4MDUzZDEyMTgiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjk0MzFlOWIwMjVhNzVmM2VmZjk0ZmY2L2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNS0xMi0xN19fMjItMjAtMjcubXAzIn0=.mp3","summary":"In this episode, William Pitney, founder of Focus You, shares his deeply personal journey from tragedy to becoming a financial professional who prioritizes the human element of wealth. William discusses his philosophy of moving beyond spreadsheets to create a \"judgment-free zone\" where clients feel safe sharing their stories. He explains how understanding a client’s unique history allows for more tailored, effective recommendations and fosters higher levels of engagement. Whether you’re a client looking for a more empathetic approach or a professional looking to deepen your practice, William’s insights on professional development and the emotional weight of money are essential listening. Takeaways Understanding the Human Side of Money Creating a Judgment-Free Client Experience Chapters 00:00 Introduction and Background 08:49 Creating a Judgment-Free Zone 18:34 Understanding Client Stories 23:44 Getting to Know Clients as Individuals 34:37 Professional Development and Research You can find them at: http://focusyou.com If you are a financial advisor looking to grow your business, you can find out more about Wilnau Design at https://www.wilnaudesign.com/ #financialplanning #finance #financialplannersearch #wealthmanagement #behavioralfinance","meta_description":"In this episode, William Pitney, founder of Focus You, shares his deeply personal journey from tragedy to becoming a financial professional who prioritize…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2462,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-planner-search-7777021/episodes/the-human-side-of-finance-judgment-free-zones-with-william-pitney-financial-planner-search/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/financial-planner-search-7777021/the-human-side-of-finance-judgment-free-zones-with-william-pitney-financial-planner-search.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}