Ep #387: Balancing Motherhood and Management While Scaling an RIA: With Rebecca Conner
XYPN Radio
English - May 15, 2024 10:00 - 55 minutes - 76.6 MB - ★★★★★ - 131 ratingsInvesting Business Careers professionals advice advisors feeonly finance financialplanners financialplanningfirm genx geny millennials Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this episode of XYPN Radio, we welcome back Rebecca Conner, CFP®, founder of SeedSafe Financial. Since launching her firm in 2016, Rebecca has navigated the complexities of growing and scaling a successful business while also embracing the joys and challenges of parenthood.
Rebecca shares how she has evolved SeedSafe from a lifestyle practice into a firm that now serves over 90 ongoing clients with a team of five. She provides insights into her management philosophy, including how she inspires and empowers her team while also maintaining a manageable work-life balance. We also dive into her strategies for sustaining a 25-30 hour work week, and giving her team the same flexibility.
Join us as we discuss Rebecca’s approach to building a niche practice, conceptualizing time, and her mindfulness routine that plays a key role in her professional and personal success. This episode is a must-listen for anyone looking to gain actionable insights into juggling a thriving business, a team, and family life. Grab your notepad and prepare to be inspired!
What You’ll Learn From this Episode:
Managing employees in a firm and providing them with opportunities to grow within the firm
How prioritizing sleep and personal health will promote a healthy business
When and how to niche your clientele
Mindfulness and best practices for planning your work week
How to thrive on a 25-30 hour work
How to approach interviews with potential employees when expanding your firm
How growing your firm can help fuel your passion of helping more people