Profit Boss® Radio | Women And Money | Financial Planning | Money Psychology | Personal Finance | Couples And Money

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 diff