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Episode 019: Hilary Hendershott

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内容由The Entrepreneurial Wealth Manager Podcast提供。所有播客内容(包括剧集、图形和播客描述)均由 The Entrepreneurial Wealth Manager Podcast 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
You’ll learn how Hilary Hendershott helps her clients manage their money and reach their financial goals through examining their money scripts -- which centers on communication. Hilary also discusses why the majority of her clients are women, what sets her apart from other financial advisors, and what needs to happen for future generations to learn how to manage wealth. OUTLINE -Hilary discusses how her father became a financial advisor and why she became one as well -How to help change people’s mindsets and their “money scripts” -Why communication is key when it comes to money and financing -The realization that helped Hilary find her ideal audience: women - Helping clients make the right decisions to meet their goals -What needs to happen to educate younger generations about money SUMMARY Hilary Hendershott is the financial coach and CEO of Hilary Hendershott Wealth Management, one of the first and only female-focused Registered Investment Advisory firms in the country. Hilary uses her expertise to guide her clients to their financial goals. A behavioral finance expert, Hilary is able to help you reset your mindset and examine your “money scripts.” Hilary also goes over why communication is so important when it comes to finances, as well as the best time to talk to the younger generation about wealth management. RESOURCES http://www.hilaryhendershott.com/about-hilary/ http://www.hilaryhendershottwealthmanagement.com/ https://www.linkedin.com/in/hilarythecfp?authType=NAME_SEARCH&authToken=u2e_&locale=en_US&trk=tyah&trkInfo=clickedVertical%3Amynetwork%2CclickedEntityId%3A4595793%2CauthType%3ANAME_SEARCH%2Cidx%3A1-1-1%2CtarId%3A1464200039767%2Ctas%3Ahilary%20hend ABOUT THIS PODCAST Are you a wealth manager or financial advisor who wants to grow your clientele and attract more affluent clients? Join host Scott Sillari and producer Ralph Gramajo for in-depth interviews with wealth managers & Coaches/Trainers striving to help you build your business in the right way. You’ll learn the best client attraction and business building strategies working for your colleagues so you build a sustainable and profitable financial advisory firm. Interviews are 100% educational and packed with helpful, educational content. Brought to you by Vyral Marketing – a marketing firm for entrepreneurs in professional services. Learn more at www.getvyral.com. Like Us on Facebook: goo.gl/dxDEJl ///The Entrepreneurial Professional Podcasts Meet Your Producer: Ralph Gramajo is apart of Vyral Marketing’s Business Development team. He edits the podcast and works with Scott Sillari to record an informative introduction so you know what to expect during the interview. Ralph edits the podcast in Adobe Audition. The introduction is recorded using a Yeti USB microphone. The interview itself is conducted over the phone or via Skype using call recording software. Want to Be a Guest? Email us at ralph@getvyral.com About Vyral Marketing Vyral Marketing helps you get more clients from your database. We interview you on a HD webcam to educate your customer database with video to grow sales - we do all the work. We build your video blog, edit your video, write your articles, send your email, update your social media, and more for a low flat rate. Download your marketing plan “The Database Reset: How to Reconnect with Your Neglected Contact Database to Increase Sales with Video & Social Media” for free atwww.TheDatabaseReset.com. To see client marketing examples, review case studies, and learn more visit www.getvyral.com to request a complimentary marketing strategy session.
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Manage episode 309677974 series 3029150
内容由The Entrepreneurial Wealth Manager Podcast提供。所有播客内容(包括剧集、图形和播客描述)均由 The Entrepreneurial Wealth Manager Podcast 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
You’ll learn how Hilary Hendershott helps her clients manage their money and reach their financial goals through examining their money scripts -- which centers on communication. Hilary also discusses why the majority of her clients are women, what sets her apart from other financial advisors, and what needs to happen for future generations to learn how to manage wealth. OUTLINE -Hilary discusses how her father became a financial advisor and why she became one as well -How to help change people’s mindsets and their “money scripts” -Why communication is key when it comes to money and financing -The realization that helped Hilary find her ideal audience: women - Helping clients make the right decisions to meet their goals -What needs to happen to educate younger generations about money SUMMARY Hilary Hendershott is the financial coach and CEO of Hilary Hendershott Wealth Management, one of the first and only female-focused Registered Investment Advisory firms in the country. Hilary uses her expertise to guide her clients to their financial goals. A behavioral finance expert, Hilary is able to help you reset your mindset and examine your “money scripts.” Hilary also goes over why communication is so important when it comes to finances, as well as the best time to talk to the younger generation about wealth management. RESOURCES http://www.hilaryhendershott.com/about-hilary/ http://www.hilaryhendershottwealthmanagement.com/ https://www.linkedin.com/in/hilarythecfp?authType=NAME_SEARCH&authToken=u2e_&locale=en_US&trk=tyah&trkInfo=clickedVertical%3Amynetwork%2CclickedEntityId%3A4595793%2CauthType%3ANAME_SEARCH%2Cidx%3A1-1-1%2CtarId%3A1464200039767%2Ctas%3Ahilary%20hend ABOUT THIS PODCAST Are you a wealth manager or financial advisor who wants to grow your clientele and attract more affluent clients? Join host Scott Sillari and producer Ralph Gramajo for in-depth interviews with wealth managers & Coaches/Trainers striving to help you build your business in the right way. You’ll learn the best client attraction and business building strategies working for your colleagues so you build a sustainable and profitable financial advisory firm. Interviews are 100% educational and packed with helpful, educational content. Brought to you by Vyral Marketing – a marketing firm for entrepreneurs in professional services. Learn more at www.getvyral.com. Like Us on Facebook: goo.gl/dxDEJl ///The Entrepreneurial Professional Podcasts Meet Your Producer: Ralph Gramajo is apart of Vyral Marketing’s Business Development team. He edits the podcast and works with Scott Sillari to record an informative introduction so you know what to expect during the interview. Ralph edits the podcast in Adobe Audition. The introduction is recorded using a Yeti USB microphone. The interview itself is conducted over the phone or via Skype using call recording software. Want to Be a Guest? Email us at ralph@getvyral.com About Vyral Marketing Vyral Marketing helps you get more clients from your database. We interview you on a HD webcam to educate your customer database with video to grow sales - we do all the work. We build your video blog, edit your video, write your articles, send your email, update your social media, and more for a low flat rate. Download your marketing plan “The Database Reset: How to Reconnect with Your Neglected Contact Database to Increase Sales with Video & Social Media” for free atwww.TheDatabaseReset.com. To see client marketing examples, review case studies, and learn more visit www.getvyral.com to request a complimentary marketing strategy session.
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