{"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":"Transparency & Life Transitions with Diane Pearson | Financial Planner Search","slug":"transparency-life-transitions-with-diane-pearson-financial-planner-search","published_at":"2026-04-21T18:00:00+00:00","page_url":"https://stenobird.com/podcast/financial-planner-search-7777021/transparency-life-transitions-with-diane-pearson-financial-planner-search","show_page_url":"https://stenobird.com/podcast/financial-planner-search-7777021","url":"https://api.riverside.com/hosting-analytics/media/9b7ec868be310899c235dc462768960da480c36530dd57f1c12a59c1677d1a25/eyJlcGlzb2RlSWQiOiJmZmJjMzcyNy0wNTVmLTQ0YzMtYTU4YS1kMzQwNjZkNzM0MDUiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjllMmU2YTgzZGEzMzQ0YjI0NjJmYTc2L2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi00LTE4X180LTQtMjQubXAzIn0=.mp3","audio_url":"https://api.riverside.com/hosting-analytics/media/9b7ec868be310899c235dc462768960da480c36530dd57f1c12a59c1677d1a25/eyJlcGlzb2RlSWQiOiJmZmJjMzcyNy0wNTVmLTQ0YzMtYTU4YS1kMzQwNjZkNzM0MDUiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjllMmU2YTgzZGEzMzQ0YjI0NjJmYTc2L2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi00LTE4X180LTQtMjQubXAzIn0=.mp3","summary":"In this episode of Financial Planner Search, Diane Pearson, a Certified Financial Planner, discusses her evolution in the financial industry and her advocacy for the flat-fee planning model. She emphasizes the vital role of client education and fiduciary responsibility, moving beyond traditional management to provide authentic support during major life transitions. Diane’s approach is rooted in understanding clients as individuals—addressing their unique fears and goals to build a foundation of trust. She shares her vision for practice growth, the importance of succession planning, and why delivering clear, transparent value is the future of wealth management. Takeaways Flat Fee Planning: Why transparent pricing models are redefining client trust. Support Through Transition: The importance of guiding clients through the emotional and financial complexity of life changes. Chapters 00:00 Introduction and Career Journey 06:02 Guiding Clients Through Life Transitions 12:58 Client Acquisition and Understanding Clients as Individuals You can find them at: http://www.pearsonfinancialplanning.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 #flatfeeplanning #fiduciary #lifetransitions","meta_description":"In this episode of Financial Planner Search, Diane Pearson, a Certified Financial Planner, discusses her evolution in the financial industry and her advoc…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1062,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-planner-search-7777021/episodes/transparency-life-transitions-with-diane-pearson-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/transparency-life-transitions-with-diane-pearson-financial-planner-search.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}