Caroline shares her path from 10 years as a business reporter to co-founding The Wilbert Group with her then-husband, then buying him out after their divorce and becoming the day-to-day leader.
She explains how the agency expanded from traditional media relations into digital storytelling across LinkedIn, Instagram, podcasts, blogs, websites, and influencers, creating a dedicated digital team.
Caroline describes balancing a hard-driving culture with wellness and grace, defining success as great client work, team growth, and long-term profitability. She discusses building financial discipline with advisors, using profit sharing to build wealth, developing homegrown leadership, and now focusing on key clients, new business, family time, and writing.
00:00 Introduction
00:26 Meet Caroline Wilbert
02:01 From Journalist to Founder
02:54 Buying Out and Leading
05:17 PR Industry Shifts
06:51 Building a Digital Team
08:30 Adapting to AI Waves
09:23 Values and Culture
12:23 Choosing the Right Clients
13:48 Finding a Client Voice
16:08 Defining Success Metrics
18:19 Profitability and Wealth
20:16 Financial Advisors and Systems
22:08 Homegrown Leadership Team
24:01 Founder Advice and Discipline
25:57 Next Chapter Ahead
FOR MORE INFORMATION:
📱 Contact Me: https://cannon-carr.com/contact
📕 My 3Rs Framework: https://cannon-carr.com/the-3rs/
🌐 Website: https://cannon-carr.com/
🛠️ Resources: https://cannon-carr.com/resources/
🎙️ Podcast: https://cannon-carr.com/episodes/
FOLLOW US ON SOCIAL:
LinkedIn: / cannon-carr
Facebook: / epwealthadvisors
YouTube: @cannon-carr
EP WEALTH ADVISORS:
EP Wealth Advisors, LLC ("EP Wealth") is a leading independent registered investment adviser ("RIA") on a mission to provide clients with honest and objective advice through personalized financial planning, customized investment portfolios, and integrated tax and estate planning. Visit epwealth.com to find out more.
🎙️ Podcast Production by Spoken Podcasts: https://spokenpodcasts.com
