<![CDATA[Financial Planner Search]]>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.

]]>https://www.wilnaudesign.com/Riverside.fm (https://riverside.com)Fri, 10 Apr 2026 02:41:04 GMTMon, 16 Mar 2026 20:30:08 GMT60Gregory Wilnau<p>Finding a financial advisor is easy. Finding the <i>right</i> one is hard.<br /></p><p>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.<br /></p><p>That's what <i>Financial Planner Search </i>is for.<br /></p><p>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.<br /></p><p>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.</p>episodicGregory Wilnaugreg@wilnaudesign.comno<![CDATA[Local Wealth Management & Strategic Legacy Planning with Matthew Benson | Financial Planner Search]]>In this episode of Financial Planner Search, Matthew Benson, owner of Sonmore Financial, joins us to discuss his unique approach to wealth management and the value of a localized, boutique experience. Matt shares insights into the specific struggles modern clients face—including the psychological shift from saving to spending in retirement.

The conversation dives deep into the "behind-the-scenes" work of tax optimization and charitable giving, highlighting why a personalized onboarding process is critical for long-term success. Whether you are navigating legacy planning or wondering how a boutique firm differs from a large institution, Matt’s focus on community-driven service provides a roadmap for a more intentional financial future.

Takeaways

  • The Boutique Advantage: Why localized focus and personalized service outperform "big-box" firms.
  • Psychology of Spending: Helping clients transition from a lifetime of saving to enjoying their wealth and building a legacy.
  • Tax & Charitable Optimization: Strategic ways to align your giving with your financial goals.

Chapters

  • 00:00 Introduction and Firm Overview
  • 05:59 Client Fit and Investment Strategy
  • 11:55 Service Differences: Boutique vs. Large Firm
  • 18:00 Client Engagement and Onboarding Process


You can find them at: http://sonmorefinancial.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 #taxplanning

]]>6f291456-0b0a-4d23-873e-826f6273f704Thu, 09 Apr 2026 18:00:00 GMT<p>In this episode of Financial Planner Search, Matthew Benson, owner of Sonmore Financial, joins us to discuss his unique approach to wealth management and the value of a localized, boutique experience. Matt shares insights into the specific struggles modern clients face—including the psychological shift from saving to spending in retirement.</p><p>The conversation dives deep into the "behind-the-scenes" work of tax optimization and charitable giving, highlighting why a personalized onboarding process is critical for long-term success. Whether you are navigating legacy planning or wondering how a boutique firm differs from a large institution, Matt’s focus on community-driven service provides a roadmap for a more intentional financial future.<br /></p><p><b>Takeaways</b></p><ul><li><b>The Boutique Advantage:</b> Why localized focus and personalized service outperform "big-box" firms.</li><li><b>Psychology of Spending:</b> Helping clients transition from a lifetime of saving to enjoying their wealth and building a legacy.</li><li><b>Tax &amp; Charitable Optimization:</b> Strategic ways to align your giving with your financial goals.<br /></li></ul><p><b>Chapters</b></p><ul><li><b>00:00</b> Introduction and Firm Overview</li><li><b>05:59</b> Client Fit and Investment Strategy</li><li><b>11:55</b> Service Differences: Boutique vs. Large Firm</li><li><b>18:00</b> Client Engagement and Onboarding Process</li></ul><p><br /><b>You can find them at:</b> <a rel="noopener noreferrer nofollow" href="http://sonmorefinancial.com" target="_blank">http://sonmorefinancial.com</a></p><p><br />If you are a financial advisor looking to grow your business, you can find out more about Wilnau Design at <a rel="noopener noreferrer nofollow" href="https://www.wilnaudesign.com/" target="_blank">https://www.wilnaudesign.com/</a></p><p><br />#financialplanning #finance #financialplannersearch #wealthmanagement #taxplanning</p>no00:27:40Local Wealth Management & Strategic Legacy Planning with Matthew Benson | Financial Planner Searchfull<![CDATA[Comprehensive Planning & Client Partnership with Lyle & Andrew Rosman | Financial Planner Search]]>In this episode of Financial Planner Search, Lyle and Andrew Rosman of OnePoint BFG East Bay discuss their client-centric approach to comprehensive financial planning. They emphasize the importance of building a true partnership with clients, moving beyond simple asset management to provide a holistic experience that integrates tax management, investment strategies, and estate planning. Lyle and Andrew share insights into their unique dynamic as brothers and how their tech-forward process ensures a seamless, personalized journey for the families they serve.

Takeaways

  • Comprehensive Financial Planning
  • Client-Centric Partnership Approach

Chapters

  • 00:00 Introduction and Firm Overview
  • 05:35 Handling Investment Opportunities
  • 11:47 Handling Investment Opportunities - Part 2
  • 16:47 Client Onboarding Process
  • 24:15 Behind-the-Scenes Client Support
  • 32:38 Tech-Forward Client Experience

You can find them at: https://retirebetterli.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 #onepoint

]]>747d67fd-3cf9-48f7-84e9-92d0439aa66fTue, 07 Apr 2026 18:00:00 GMT<p>In this episode of Financial Planner Search, Lyle and Andrew Rosman of OnePoint BFG East Bay discuss their client-centric approach to comprehensive financial planning. They emphasize the importance of building a true partnership with clients, moving beyond simple asset management to provide a holistic experience that integrates tax management, investment strategies, and estate planning. Lyle and Andrew share insights into their unique dynamic as brothers and how their tech-forward process ensures a seamless, personalized journey for the families they serve.<br /></p><p><b>Takeaways</b></p><ul><li>Comprehensive Financial Planning</li><li>Client-Centric Partnership Approach<br /></li></ul><p><b>Chapters</b></p><ul><li>00:00 Introduction and Firm Overview</li><li>05:35 Handling Investment Opportunities</li><li>11:47 Handling Investment Opportunities - Part 2</li><li>16:47 Client Onboarding Process</li><li>24:15 Behind-the-Scenes Client Support</li><li>32:38 Tech-Forward Client Experience<br /></li></ul><p><b>You can find them at:</b> <a rel="noopener noreferrer nofollow" href="https://retirebetterli.com/" target="_blank">https://retirebetterli.com/</a><br /></p><p>If you are a financial advisor looking to grow your business you can find out more about Wilnau Design at <a rel="noopener noreferrer nofollow" href="https://www.wilnaudesign.com/" target="_blank">https://www.wilnaudesign.com/</a><br /></p><p>#financialplanning #finance #financialplannersearch #wealthmanagement #onepoint</p>no00:35:48Comprehensive Planning & Client Partnership with Lyle & Andrew Rosman | Financial Planner Searchfull<![CDATA[The Heart of Financial Advice with Travis & Liana Poodiack | Financial Planner Search]]>In this episode of Financial Planner Search, Travis and Liana Poodiack of Birch Financial Group share their unique perspective as a mother-son financial advisor team. They dive deep into their client-centric approach, emphasizing that financial planning is as much about emotional support and personalized care as it is about the numbers. Travis and Liana discuss the importance of finding the right "client fit," building multi-generational relationships, and navigating major life events with empathy. If you’ve ever wondered how a boutique firm provides a higher level of personalized research and understanding, this episode is for you.

Takeaways

  • Personalized Care and Emotional Support
  • The Importance of Client Fit and Long-Term Relationships

Chapters

  • 00:00 The Birth of a Financial Firm
  • 08:44 Navigating Life Events
  • 16:46 Client Diversity and Fit
  • 24:05 Client-Centric Research and Understanding
  • 32:26 Engaging with Birch Financial Group

You can find them at: https://birchfinancialgroup.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 #birchfinancial

]]>d30d1839-4960-4872-a836-5dee7df69d07Thu, 02 Apr 2026 18:00:00 GMT<p>In this episode of Financial Planner Search, Travis and Liana Poodiack of Birch Financial Group share their unique perspective as a mother-son financial advisor team. They dive deep into their client-centric approach, emphasizing that financial planning is as much about emotional support and personalized care as it is about the numbers. Travis and Liana discuss the importance of finding the right "client fit," building multi-generational relationships, and navigating major life events with empathy. If you’ve ever wondered how a boutique firm provides a higher level of personalized research and understanding, this episode is for you.<br /></p><p><b>Takeaways</b></p><ul><li>Personalized Care and Emotional Support</li><li>The Importance of Client Fit and Long-Term Relationships<br /></li></ul><p><b>Chapters</b></p><ul><li>00:00 The Birth of a Financial Firm</li><li>08:44 Navigating Life Events</li><li>16:46 Client Diversity and Fit</li><li>24:05 Client-Centric Research and Understanding</li><li>32:26 Engaging with Birch Financial Group<br /></li></ul><p>You can find them at: <a rel="noopener noreferrer nofollow" href="https://birchfinancialgroup.com/" target="_blank">https://birchfinancialgroup.com/</a><br /></p><p>If you are a financial advisor looking to grow your business you can find out more about Wilnau Design at <a rel="noopener noreferrer nofollow" href="https://www.wilnaudesign.com/" target="_blank">https://www.wilnaudesign.com/</a><br /></p><p>#financialplanning #finance #financialplannersearch #wealthmanagement #birchfinancial</p>no00:33:31The Heart of Financial Advice with Travis & Liana Poodiack | Financial Planner Searchfull<![CDATA[The Boutique Advantage: Managing Fear and Trust with Allen Harris | Financial Planner Search]]>In this episode of Financial Planner Search, Allen Harris, owner of Berkshire Money Management, discusses the vital role of empathy and psychology in wealth management. Allen shares insights on how boutique firms offer unique advantages by prioritizing deep, personal relationships over volume. He dives into his strategies for helping clients overcome financial fear, the importance of a rigorous onboarding process, and why patience is the ultimate tool for long-term investment success.

Takeaways

  • Navigating the Psychology of Client Fear
  • The Strategic Benefits of Boutique Firms
  • Why Client "Fit" Matters More Than Firm Size

Chapters

  • 00:00 Introduction and Specialization
  • 08:30 Overcoming Client Fear
  • 18:02 Boutique Firm Benefits
  • 24:09 Client Onboarding and Financial Planning
  • 33:24 Investment Patience and Encouragement

You can find them at: http://berkshiremm.com

If you are a financial advisor looking to grow your business, you can find out more about Wilnau Design at https://wilnaudesign.com/

#financialplanning #finance #financialplannersearch #wealthmanagement #boutiqueadvisor

]]>2172a001-8a28-4201-96bc-fb7e42970ca0Tue, 31 Mar 2026 18:00:00 GMT<p>In this episode of Financial Planner Search, Allen Harris, owner of Berkshire Money Management, discusses the vital role of empathy and psychology in wealth management. Allen shares insights on how boutique firms offer unique advantages by prioritizing deep, personal relationships over volume. He dives into his strategies for helping clients overcome financial fear, the importance of a rigorous onboarding process, and why patience is the ultimate tool for long-term investment success.<br /></p><p><b>Takeaways</b></p><ul><li>Navigating the Psychology of Client Fear</li><li>The Strategic Benefits of Boutique Firms</li><li>Why Client "Fit" Matters More Than Firm Size<br /></li></ul><p><b>Chapters</b></p><ul><li><b>00:00</b> Introduction and Specialization</li><li><b>08:30</b> Overcoming Client Fear</li><li><b>18:02</b> Boutique Firm Benefits</li><li><b>24:09</b> Client Onboarding and Financial Planning</li><li><b>33:24</b> Investment Patience and Encouragement<br /></li></ul><p><b>You can find them at: </b><a rel="noopener noreferrer nofollow" href="http://berkshiremm.com" target="_blank"><b>http://berkshiremm.com</b></a><br /></p><p>If you are a financial advisor looking to grow your business, you can find out more about Wilnau Design at <a rel="noopener noreferrer nofollow" href="https://wilnaudesign.com/" target="_blank">https://wilnaudesign.com/</a><br /></p><p>#financialplanning #finance #financialplannersearch #wealthmanagement #boutiqueadvisor</p>no00:36:05The Boutique Advantage: Managing Fear and Trust with Allen Harris | Financial Planner Searchfull<![CDATA[The Human Side of Finance & Judgment-Free Zones with William Pitney | Financial Planner Search]]>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

]]>6f27c06b-49e8-4720-be12-e358053d1218Thu, 26 Mar 2026 18:00:00 GMT<p>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.<br /></p><p><b>Takeaways</b></p><ul><li>Understanding the Human Side of Money</li><li>Creating a Judgment-Free Client Experience<br /></li></ul><p><b>Chapters</b></p><ul><li>00:00 Introduction and Background</li><li>08:49 Creating a Judgment-Free Zone</li><li>18:34 Understanding Client Stories</li><li>23:44 Getting to Know Clients as Individuals</li><li>34:37 Professional Development and Research<br /></li></ul><p><b>You can find them at:</b> <a rel="noopener noreferrer nofollow" href="http://focusyou.com" target="_blank">http://focusyou.com</a><br /></p><p>If you are a financial advisor looking to grow your business, you can find out more about Wilnau Design at <a rel="noopener noreferrer nofollow" href="https://www.wilnaudesign.com/" target="_blank">https://www.wilnaudesign.com/</a><br /></p><p>#financialplanning #finance #financialplannersearch #wealthmanagement #behavioralfinance</p>no00:41:02The Human Side of Finance & Judgment-Free Zones with William Pitney | Financial Planner Searchfull<![CDATA[Behavioral Coaching & The Boutique Advantage with Ryan Wyatt | Financial Planner Search]]>In this episode of Financial Planner Search, Ryan Wyatt of Wyze Wealth Advisors, dives into his personal journey into the world of finance, a path inspired by his father and a lifelong passion for wealth management. Ryan shares why a client-centric approach is the heartbeat of his practice and explains how behavioral coaching is often the "missing link" in achieving long-term financial success.

We explore the distinct advantages of working with a boutique firm versus a large institution, highlighting the proactive and highly personalized care that smaller firms can offer. Ryan also pulls back the curtain on his client onboarding process, demonstrating how a well-structured start leads to a more confident financial future.

Takeaways

  • The importance of a Client-Centric Approach
  • The power of Behavioral Coaching in Finance

Chapters

  • 00:00 The Journey to Financial Planning
  • 05:43 Client-Centric Approach
  • 14:25 Behavioral Coaching in Finance
  • 23:00 Boutique vs. Large Firms
  • 30:23 Client Onboarding Process

You can find them at: http://wyzewealthadvisors.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

]]>bf7f7fd5-de86-4584-b1a3-4db4bade5619Tue, 24 Mar 2026 18:00:00 GMT<p>In this episode of Financial Planner Search, <b>Ryan Wyatt</b> of Wyze Wealth Advisors, dives into his personal journey into the world of finance, a path inspired by his father and a lifelong passion for wealth management. Ryan shares why a <b>client-centric approach</b> is the heartbeat of his practice and explains how <b>behavioral coaching</b> is often the "missing link" in achieving long-term financial success.</p><p>We explore the distinct advantages of working with a boutique firm versus a large institution, highlighting the proactive and highly personalized care that smaller firms can offer. Ryan also pulls back the curtain on his <b>client onboarding process</b>, demonstrating how a well-structured start leads to a more confident financial future.<br /></p><p><b>Takeaways</b></p><ul><li>The importance of a Client-Centric Approach</li><li>The power of Behavioral Coaching in Finance<br /></li></ul><p><b>Chapters</b></p><ul><li><b>00:00</b> The Journey to Financial Planning</li><li><b>05:43</b> Client-Centric Approach</li><li><b>14:25</b> Behavioral Coaching in Finance</li><li><b>23:00</b> Boutique vs. Large Firms</li><li><b>30:23</b> Client Onboarding Process<br /></li></ul><p><b>You can find them at:</b> <a rel="noopener noreferrer nofollow" href="http://wyzewealthadvisors.com" target="_blank">http://wyzewealthadvisors.com</a></p><p><br />If you are a financial advisor looking to grow your business, you can find out more about Wilnau Design at <a rel="noopener noreferrer nofollow" href="https://www.wilnaudesign.com/" target="_blank">https://www.wilnaudesign.com/</a><br /></p><p>#financialplanning #finance #financialplannersearch #wealthmanagement #behavioralfinance</p>no00:35:35Behavioral Coaching & The Boutique Advantage with Ryan Wyatt | Financial Planner Searchfull<![CDATA[Retirement Planning for Federal Law Enforcement with Anthony Bucci | Financial Planner Search]]>In this episode of Financial Planner Search, Anthony "Tony" Bucci, founder of Mission Point Plan, discusses his specialized approach to financial planning specifically tailored for federal law enforcement officers. Tony highlights the unique retirement landscape for federal employees, emphasizing the critical role of tax strategy and the high-touch, personalized attention offered by a boutique firm. He pulls back the curtain on the intensive behind-the-scenes work performed for clients and details a transparent onboarding process designed to set clear expectations and build confidence from day one. Tony encourages federal employees to seek out specialized expertise to navigate their complex benefits and secure a successful long-term retirement.

Takeaways

  • Specialization in Federal Law Enforcement
  • Navigating Complex Federal Retirement Benefits

Chapters

  • 00:00 Introduction and Specialization
  • 13:28 Financial Planning and Tax Considerations
  • 18:54 Boutique Firm vs. Larger Firm
  • 26:14 Client Onboarding and First Year Expectations
  • 33:44 Client Engagement and Approach

You can find them at: http://www.missionpointplan.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 #federalemployees #lawenforcement #retirementplanning

]]>ba44345c-9bc2-4da2-ba9f-9a40550a5c1bMon, 23 Mar 2026 14:19:06 GMT<p>In this episode of Financial Planner Search, Anthony "Tony" Bucci, founder of Mission Point Plan, discusses his specialized approach to financial planning specifically tailored for federal law enforcement officers. Tony highlights the unique retirement landscape for federal employees, emphasizing the critical role of tax strategy and the high-touch, personalized attention offered by a boutique firm. He pulls back the curtain on the intensive behind-the-scenes work performed for clients and details a transparent onboarding process designed to set clear expectations and build confidence from day one. Tony encourages federal employees to seek out specialized expertise to navigate their complex benefits and secure a successful long-term retirement.</p><p></p><p><b>Takeaways</b></p><ul><li>Specialization in Federal Law Enforcement</li><li>Navigating Complex Federal Retirement Benefits<br /></li></ul><p><b>Chapters</b></p><ul><li><b>00:00</b> Introduction and Specialization</li><li><b>13:28</b> Financial Planning and Tax Considerations</li><li><b>18:54</b> Boutique Firm vs. Larger Firm</li><li><b>26:14</b> Client Onboarding and First Year Expectations</li><li><b>33:44</b> Client Engagement and Approach<br /></li></ul><p>You can find them at: <a rel="noopener noreferrer nofollow" href="http://www.missionpointplan.com/" target="_blank">http://www.missionpointplan.com/</a><br /></p><p>If you are a financial advisor looking to grow your business you can find out more about Wilnau Design at <a rel="noopener noreferrer nofollow" href="https://www.wilnaudesign.com/" target="_blank">https://www.wilnaudesign.com/</a><br /></p><p>#financialplanning #finance #financialplannersearch #federalemployees #lawenforcement #retirementplanning</p>no00:34:02Retirement Planning for Federal Law Enforcement with Anthony Bucci | Financial Planner Searchfull<![CDATA[Personalized Planning & Special Needs Advocacy with Tom Belding | Financial Planner Search]]>In this episode of Financial Planner Search, Tom Belding discusses his adaptive and personalized approach to financial planning and investment management. He emphasizes the importance of flexibility when serving clients from diverse industries, ensuring that every strategy is tailored to the individual’s unique background and goals. Tom delves into the critical nuances of Special Needs Financial Planning, highlighting the specialized support and empathy required for these families. Throughout the conversation, he shares his philosophy on client empowerment, advocating for a structured meeting cadence that fosters long-term perspective and steady progression toward financial independence.

Takeaways

  • Flexible Financial Planning: Adapting wealth management strategies to meet the unique demands of diverse client backgrounds.
  • Specialized Advocacy: Navigating the technical and emotional complexities of special needs financial planning.
  • Empowered Engagement: Building client confidence through consistent communication and long-term strategic alignment.


Chapters

  • 00:00 Introduction and Professional Background
  • 06:37 Understanding Client Profiles and Diverse Needs
  • 16:57 Navigating Special Needs Financial Planning
  • 22:09 Fostering Engagement and Long-Term Perspective
  • 27:14 Optimizing Meeting Cadence and Strategy Progression
  • 34:33 Conclusion and Next Steps

You can find them at: http://beldingfp.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 #specialneedsplanning #wealthmanagement

]]>e58e6b40-739c-4a3a-8aea-f168b94afe59Mon, 23 Mar 2026 14:09:35 GMT<p>In this episode of <b>Financial Planner Search</b>, Tom Belding discusses his adaptive and personalized approach to financial planning and investment management. He emphasizes the importance of flexibility when serving clients from diverse industries, ensuring that every strategy is tailored to the individual’s unique background and goals. Tom delves into the critical nuances of <b>Special Needs Financial Planning</b>, highlighting the specialized support and empathy required for these families. Throughout the conversation, he shares his philosophy on client empowerment, advocating for a structured meeting cadence that fosters long-term perspective and steady progression toward financial independence.<br /></p><h3><b>Takeaways</b></h3><ul><li><b>Flexible Financial Planning:</b> Adapting wealth management strategies to meet the unique demands of diverse client backgrounds.</li><li><b>Specialized Advocacy:</b> Navigating the technical and emotional complexities of special needs financial planning.</li><li><b>Empowered Engagement:</b> Building client confidence through consistent communication and long-term strategic alignment.</li></ul><h3><br /><b>Chapters</b></h3><ul><li><b>00:00</b> Introduction and Professional Background</li><li><b>06:37</b> Understanding Client Profiles and Diverse Needs</li><li><b>16:57</b> Navigating Special Needs Financial Planning</li><li><b>22:09</b> Fostering Engagement and Long-Term Perspective</li><li><b>27:14</b> Optimizing Meeting Cadence and Strategy Progression</li><li><b>34:33</b> Conclusion and Next Steps<br /></li></ul><p>You can find them at: <a rel="noopener noreferrer nofollow" href="http://beldingfp.com" target="_blank">http://beldingfp.com</a><br /></p><p>If you are a financial advisor looking to grow your business, you can find out more about Wilnau Design at <a rel="noopener noreferrer nofollow" href="https://www.wilnaudesign.com/" target="_blank">https://www.wilnaudesign.com/</a><br /></p><p>#financialplanning #finance #financialplannersearch #specialneedsplanning #wealthmanagement</p>no00:35:26Personalized Planning & Special Needs Advocacy with Tom Belding | Financial Planner Searchfull<![CDATA[Wealth Management & Client Relationships with Derek Pantele | Financial Planner Search]]>In this episode of Financial Planner Search, Derek Pantele, a wealth advisor and CEO of Affinity Financial, discusses his approach to wealth management and client relationships. He emphasizes the importance of understanding clients' values and goals, providing personalized support, and building deep, long-term relationships. Derek's process involves a 90-day sprint to strategy experience, focusing on foundational awareness, self-reflection, and strategy building. He encourages individuals to slow down, understand themselves, and take time for self-reflection when designing a financial plan.


Takeaways

  • Personalized Wealth Management
  • Building Deep Client Relationships

Chapters

  • 00:00 Introduction to Affinity Financial
  • 06:24 Getting to Know Clients
  • 12:47 Boutique vs. Larger Firms
  • 22:26 Process and Strategy Building
  • 28:27 Guidance and Next Steps

    You can find them at: https://affinity.financial/

    If you are a financial advisor looking to grow your business you can find out more about Wilnau Design at https://www.wilnaudesign.com/

]]>530c0f6d-a13c-4a0b-8ea6-ab62c113a216Thu, 19 Mar 2026 01:04:48 GMT<p>In this episode of Financial Planner Search, Derek Pantele, a wealth advisor and CEO of Affinity Financial, discusses his approach to wealth management and client relationships. He emphasizes the importance of understanding clients' values and goals, providing personalized support, and building deep, long-term relationships. Derek's process involves a 90-day sprint to strategy experience, focusing on foundational awareness, self-reflection, and strategy building. He encourages individuals to slow down, understand themselves, and take time for self-reflection when designing a financial plan.</p><p><br /></p><p>Takeaways</p><ul><li>Personalized Wealth Management</li><li>Building Deep Client Relationships</li></ul><p></p><p>Chapters</p><ul><li>00:00 Introduction to Affinity Financial</li><li>06:24 Getting to Know Clients</li><li>12:47 Boutique vs. Larger Firms</li><li>22:26 Process and Strategy Building</li><li>28:27 Guidance and Next Steps<br /><br />You can find them at: <a rel="noopener noreferrer nofollow" href="https://affinity.financial/" target="_blank">https://affinity.financial/</a><br /><br />If you are a financial advisor looking to grow your business you can find out more about Wilnau Design at <a rel="noopener noreferrer nofollow" href="https://www.wilnaudesign.com/" target="_blank">https://www.wilnaudesign.com/</a><p></p></li></ul>no00:31:04Wealth Management & Client Relationships with Derek Pantele | Financial Planner Searchfull