Hilary Hendershott
Founder of Hendershott Wealth Management, an RIA in San Jose overseeing roughly $260M AUM; speaks about scaling from a solo practice to a multi-advisor firm and building a values-driven company blueprint.
Best podcasts with Hilary Hendershott
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Sep 23, 2025 • 1h 30min
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
Hilary Hendershott, founder of Hendershott Wealth Management, oversees $260M AUM in San Jose. She shares her journey of transforming a solo advisory practice into a multi-advisor firm through a living 'Blueprint' that emphasizes values and purpose. Hilary discusses the importance of cultural fit in hiring and lessons from past mistakes. The Blueprint shapes client communications and business decisions, evolving with team input. She also addresses onboarding practices and fostering a client-centered mindset, ensuring a consistent experience across her growing team.
Mar 12, 2019 • 1h 55min
Ep 115: Building The Confidence To Turn A Personal Mission Into An Advisory Firm Niche with Hilary Hendershott
Hilary Hendershott, founder of Hendershott Wealth Management and creator of Profit Boss Radio, discusses her journey in empowering women in finance. She recounts overcoming imposter syndrome and gaining confidence through consistent business growth. Hilary shares insights on launching her successful podcast, generating client leads, and the importance of targeted marketing. She also emphasizes the need for women to seek mentorship and community in the finance industry, defining success as meaningful, human-centered work.
