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Michael Kitces' #FASuccess Podcast: Building Confidence With Hilary Hendershott

Hilary Hendershott uses traditional financial planning, a coaching program and a podcast to serve her clients and help empower women.


Welcome back to the 115th episode of Financial Advisor Success Podcast!

My guest on today’s podcast is Hilary Hendershott. Hilary is the founder of Hendershott Wealth Management, an independent registered investment advisor based in San Jose, Calif., that oversees nearly $75 million of assets under management.

What’s unique about Hilary, though, is the way she’s crafted a niche of not just serving but trying to empower women clients, with a combination of both her traditional financial planning offering, a coaching program for women trying to accumulate wealth and a very successful podcast focused on empowering women to take control of their finances.

In this episode, we talk in depth about how Hilary has been able to bring in an average of nearly $20 million of assets per year for the past three years through her podcast and website. What she talks about on the podcast is how to connect with her listeners and who it is she tries to attract, how she set up and launched her podcast, even though she’s not a techie herself, and how she overcame her impostor syndrome fears to launch the podcast in the first place.

We also talk about the initiatives that Hilary has launched to try to further scale her services to clients. From a series of one-to-many online courses to teach wealth-building skills, to a service called Ignite Investing that heavily leveraged technology to support working with smaller client accounts, to her current coaching program called the $50k Wealth Multiplier Experience, where Hilary does deep-dive coaching with women building wealth and is successfully charging $10,000 per year for her financial coaching services, entirely outside of her traditional financial planning offering.

And be certain to listen to the end, where Hilary shares how her own role as a business owner has evolved over the years. How she built her own self-confidence as a financial planning professional, why Hilary no longer works with a business coach herself and what she’s doing instead, and why she continues to stay rooted in her financial planning practice, even as she continues to try to build more courses and grow her coaching clients as well.

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