252: A Teammate from the (Literal) Beginning: Meet Alyssa Hause, Senior Advisor at HWM | Love, your Money - Wealth, Money, and Financial Advisor for Women podcast

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Episode description

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Episode description

Get ready Money Lovers, because Alyssa is in the HAUSE!

Alyssa is my little sister, and she has been a part of Hendershott Wealth Management since its inception–and–we worked together before that at our father’s firm.

Don’t worry, I didn’t completely poach her from my dad’s business. In fact, she still works there! But when I started HWM, she came to work with me part-time because I was able to offer her a more flexible schedule and work environment as she grew her family.

Alyssa started out doing my bookkeeping and helping with paperwork (as an act of sisterly charity, apparently!) and these days she is a client-facing advisor and CERTIFIED FINANCIAL PLANNER® professional.

In this conversation we talk about why we work together so well, what can cause tension and rifts in family businesses, and what we’re working towards (and forward to!) in the future.

Love, your Money is a podcast about finances and relationships, and building a life that aligns with your vision and values. Alyssa and I couldn’t be more different, and even though we’ve taken very different paths in life, I am incredibly grateful to have her on my team–professionally and personally.

There are plenty of horror stories out there about drama when hiring a family member, but you’re honestly not going to find that here. There’s a ton of love, loyalty, and trust–and we know that’s the kind of thing money can’t buy.

Listen to the full episode–or hit download to tune in later–and join in our sisterly chat.

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

2:15 How Alyssa got started in finance, why we call our dad Craig, and the evolution of her skill set in the financial planning industry

5:24 What the transition looked like when I left my father’s firm, and how leadership played a big role in the emotional navigation of that

8:33 What’s surprised Alyssa most about financial planning as a career

11:28 What’s in the zeitgeist about families working together–especially when there’s money involved–and the practices we have in our business that make it work

14:15 What Alyssa is looking forward to in the next 10 years of work together at Hendershott Wealth Management

16:02 The difference between our Money Operating System®s, how Alyssa’s has impacted her financial journey, and what she’s struggled with along the way

18:27 Alyssa gets to answer my signature question–If your money were writing you a love note, what would it say?

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.