Ep 456: Expanding From $75M Solo To $260M Multi-Advisor Team By Creating A Company Blueprint Of How Clients Will Be Served With Hilary Hendershott Financial Advisor Success podcast

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Ep 456: Expanding From $75M Solo To $260M Multi-Advisor Team By Creating A Company Blueprint Of How Clients Will Be Served with Hilary Hendershott

4d ago 1:29:59

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Scaling a solo advisory firm into a thriving team-based business takes more than strong systems—it takes a shared sense of purpose and values that guide every decision. This episode explores how one advisor used a living “Blueprint” to align her team, empower her staff, and create a consistent, values-driven client experience.

Hilary Hendershott is the founder of Hendershott Wealth Management, an RIA based in San Jose, California, overseeing $260 million in AUM for 150 client households. Listen in as she shares how her firm’s "Blueprint" (anchored by individual callings, an ultimate intent, and a firm-wide promise to create safety and openness) shapes internal culture and client communication alike. You'll learn how this document differs from a traditional mission statement, how it evolves with team input, and how it supports key business decisions.

For show notes and more visit: https://www.kitces.com/456

456 episodes

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