Name: Expanding From $75M Solo To $260M Multi-Advisor Team By Creating A "Company Blueprint": Hilary Hendershott, MBA, CFP®, founder of Hendershott Wealth Management, shares how she has successfully grown… | Michael Kitces
Uploaded: 2025-09-23T13:00:04.517Z
Duration: 29 s
Channel: Michael Kitces

Michael Kitces

Chief Financial Planning Nerd

23h

Expanding From $75M Solo To $260M Multi-Advisor Team By Creating A "Company Blueprint": Hilary Hendershott, MBA, CFP®, founder of Hendershott Wealth Management, shares how she has successfully grown her firm from a solo practice to a larger advisory business in part by creating a company "blueprint" that serves as a cornerstone for how clients will be served and how staff will be treated. https://kitc.es/4neMM0J Listen to the episode on Apple Podcast, Spotify, or your choice of favorite platform now 🎧

Transcript

One aspect of the blueprint is what we promise, who we promise to be. We promise to create an environment of safety, understanding and openness. Ohh. Well, are you experiencing understanding in this conversation? How can I bring more understanding? How can I create more openness? And this is a statement that's in a lot of our marketing. We promise you will experience optimism, confidence, and Peace of Mind about your financial future. I mean, sometimes when I don't know what to say to a client, Michael, I just type that.

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