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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.