In this episode of the Achieve Podcast, host Taylor Baker speaks with Chris Hilyer, Founder and President of Heritage Wealth Solutions, about his journey in financial services and the growing need for guidance as clients transition from wealth accumulation to retirement income planning. The conversation centers on building an intentionally small advisory firm, serving pre-retirees, and creating a sustainable business rooted in clarity, service, and balance.
What You’ll Learn:
- How a background in accounting and sales can translate into strong foundations for a financial advisory career.
- Why mentorship and structured training can be pivotal when transitioning into a new industry.
- The value of building a deliberately small, agile advisory team focused on deep client relationships.
- How referrals from clients and professional centers of influence drive sustainable growth.
- Why many pre-retirees are seeking guidance as they move from accumulation to retirement income planning.
- The importance of helping clients shift from DIY investment management to coordinated retirement strategies.
- How recognizing a misaligned leadership path can lead to stronger long-term clarity and effectiveness.
- Why prioritizing work-life balance can improve both personal fulfillment and client service quality.
Chris shares how his experience in leadership roles shaped his perspective on business growth, but ultimately reinforced the importance of staying aligned with his strengths and passion for client service. The discussion highlights the evolving needs of today’s investors, particularly those approaching retirement, and the responsibility advisors have in providing structure, confidence, and clarity during major financial transitions. By focusing on intentional growth and meaningful relationships, Chris demonstrates how a service-driven model can create lasting impact for both clients and the firm.
To learn more about Chris Hilyer and his work, visit heritagewealth.pro.