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September 26, 2025 30 mins

On this episode of the Top 1% podcast, Chas Emerson, Jesse Holman, and Bill Conroy discuss the progression of a financial advisory practice from solo to ensemble to an enterprise model. They delve into the challenges and opportunities at each stage, emphasizing the shift from an individualistic "eat what you kill" mentality to a collaborative, company-first approach. Jesse and Bill share their experiences building HCP companies, highlighting the importance of specialized roles, team collaboration, and a long-term vision for business longevity and succession planning.


Securities, Investment Advisory and Financial Planning Services offered through qualified registered

representatives of MML Investors Services, LLC, Member SIPC, 10 Cadillac Drive, Suite 300, Brentwood,

TN 37027 (615) 309-6300. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors

Services, LLC or its affiliated companies.


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