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Hosted by Jody Jacobson, PhD, an executive coach and consultant who has interviewed dozens of top industry thought leaders, we explore success strategies from career entry through succession. Planning success involves making critical decisions from career entry through growing a firm, developing systems, managing a team, planning for succession and cultivating new leaders. In this podcast series you'll learn from diverse case stories of success from our own rich community of practice right here in America's Finest City. 

Jody Jacobson, PhD

Member at Large

Focus: Mentorship Program

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Episode 1:

The New FPA of San Diego Managing Growth and Transitions from Start to Succession Podcast. Hosted by board member and coach Jody Jacobson, PhD, MSBA, MS. In today's episode, Jody interviews William Holliday, MBA, CFP, CEPA, AIF, President of the FPA San Diego chapter and founder and CEO of Elite Wealth Management. They talked about his career transition from financial advisor to firm owner. William shared insights about his circuitous journey into financial planning, emphasizing the importance of mentorship, continuous learning, and building a supportive community through organizations like FPA. The conversation highlighted William's approach to starting his own firm, his work with students and young professionals, and his focus on identifying ideal clients and niches in the financial planning field. If you have questions about the episode, contact Jody at [email protected] or schedule a brief call with her at HumanSkillsInstitute.com.

Episode 2:

In this episode of the FPA of San Diego Podcast: Managing Growth and Transitions from Start to Succession, host Dr. Jody Jacobson sits down with Aubrey Brown, CFP®, EA, of Weatherly Asset Management to discuss his journey into wealth management and the lessons he’s learned along the way.


Aubrey shares how his career began with a strong focus on mastering the technical side of financial planning—but over time, he discovered what many seasoned advisors come to realize: the true heart of the profession lies in building meaningful relationships with clients.


In this conversation, Aubrey reflects on:
• The shift from technical expertise to relationship-building in wealth management
• Why soft skills, curiosity, and communication are essential for long-term success
• How professional organizations like the Financial Planning Association (FPA) support advisors in their growth
• The value of collaboration between next-generation advisors and experienced professionals


Aubrey’s perspective highlights an important truth: the profession grows stronger when advisors support one another, share knowledge, and stay connected within the professional community.


Whether you’re an advisor early in your career, mentoring the next generation, or thinking about the future of financial planning, this episode offers thoughtful insights and encouragement.