4.8 • 696 Ratings
🗓️ 12 March 2019
⏱️ 115 minutes
🧾️ Download transcript
My guest today has crafted a niche of not just serving, but also trying to empower female clients. Hilary Hendershott is the founder of Hendershott Wealth Management, an independent RIA that oversees nearly $75 million of assets under management, as well as the creator of a coaching program for women trying to accumulate wealth and the host of a very successful podcast focused on helping women take control of their finances.
In this episode, Hilary shares her professional journey and how she grew her business into the success it is today. Listen in to learn how she set up and leveraged her podcast to grow her client base, how she overcame impostor syndrome to build up her confidence as a financial planner, and her advice for women just starting out in the industry.
For show notes and more visit: https://www.kitces.com/115
Click on a timestamp to play from that location
0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with |
0:07.2 | financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading financial |
0:13.1 | advisors navigated the inevitable challenges that arise on the path to success and get insight |
0:18.8 | from leading industry consultants about how to break through to the |
0:22.1 | next level in your advisory business. And now here's your host, Michael Kitsas. Welcome, everyone. |
0:29.2 | Welcome to the 115th episode of the Financial Advisor's Success podcast. My guest on today's |
0:35.0 | podcast is Hillary Henderson. Hillary is the founder of Henderson Wealth Management, an independent RIA based in San Jose, |
0:41.6 | California that oversees nearly 75 million of assets under management. |
0:45.9 | What's unique about Hillary, though, is the way she's crafted a niche of not just serving, |
0:50.9 | but trying to empower women clients, with a combination of both her traditional |
0:55.5 | financial planning offering, a coaching program for women trying to accumulate wealth, and a very |
1:00.4 | successful podcast focus on empowering women to take control of their finances. |
1:05.6 | In this episode, we talk in depth about how Hillary has been able to bring in an average of |
1:10.2 | nearly 20 million |
1:11.1 | of assets per year for the past three years through her podcast and website. |
1:15.4 | What she talks about on the podcast to connect with her listeners and who it is she tries to attract, |
1:20.8 | how she set up and launched her podcast, even though she's not a techie herself, |
1:24.8 | and how she overcame her imposter syndrome fears to launch the podcast |
1:30.2 | in the first place. We also talk about the initiatives that Hillary has launched to try to further |
1:36.0 | scale her services to clients, from a series of one to many online courses to teach wealth-building |
1:41.2 | skills, to a service called Ignite Investing that heavily leveraged |
1:45.3 | technology to support working with smaller client accounts, to her current coaching program |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Michael Kitces, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Michael Kitces and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.