The Balance Every Owner Faces: Performance, Culture, and Wealth with Caroline Wilbert

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