Episode description

This week’s guest on Love, your Money is no stranger to us at Hendershott Wealth Management… because she IS one of us!

If you listened to the last few episodes of the podcast, you know that it’s anniversary month at our firm: We are celebrating a decade of building wealth and helping our clients pursue (and achieve!) financial freedom.

We know you can accomplish so much more when you’re supported by the right people, which is why we’re big advocates for investing in your team. That’s why today’s conversation is with someone I (and my clients!) have come to rely on, a.k.a. my best hire ever, Jen Rupp.

Jen is the Director of Financial Planning here at Hendershott Wealth Management, and my right hand woman. Our firm truly wouldn’t be in the place it is today without her help. After all, having two big brains is better than just one, right?

When Jen raised her hand to join us at HWM, it was a one-woman show with some light admin support. I wanted to build a team that was happy and thriving in their life working at our firm, and that green flag gave Jen the confidence to leave a firm she was with for 12 years to create something revolutionary (at the time) with me.

I trusted that by focusing on excellence in service, we would see our way through to a successful business and building a legacy that matters–and 10 years later, we know now that service is important, yes, but really, it’s all about the people.

Listen to this conversation for a rare behind-the-scenes look at the inner workings of Hendershott Wealth Management, and the conversations that have shaped the foundation of our firm up til now… and hopefully for decades more to come.

Check out the full show notes at hendershottwealth.com/251, and make sure you hit subscribe/like/follow so you never miss an episode of the Love, your Money Podcast!

(I’m interviewing my little sister for our next episode… watch out, world!)

Here’s what you’ll learn in this week’s episode of Love, your Money:

• 1:07 Introduction to Jen (Jennifer!) Rupp, Hendershott Wealth Management’s Director of Financial Planning
• 3:45 How Jen got started with Hendershott Wealth Management and the possibility she saw and felt after years of working in a male-led financial firm
• 5:47 What it’s like to become a manager of people, not just money, within HWM 
• 7:36 What drew Jen to financial planning from her early high school years (maybe the first person who fell in love with finance during an accounting class) 
• 10:00 What the most surprising part of financial planning has been for Jen, with both clients and within her own skill set
• 12:01 Jen’s Money Operating System™–how it’s different from other people’s and how that shows up in her life, especially when it comes to her marriage… and online shopping
• 18:04 Some of the biggest client wins and challenges in Jen’s career, and how those experiences influenced her journey + financial expertise
• 22:37 How Jen learned about succession planning and buy/sell agreements when heirs aren’t qualified to run the business they’re set to inherit
• 25:05 Why Jen and I are completely different–but it works so well together, especially in the business–and how our clients benefit from that synergy 

Show Notes
To get access to the full show notes, including all the resources mentioned, visit:

Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.