• Ep #387: Balancing Motherhood and Management While Scaling an RIA: With Rebecca Conner

  • May 15 2024
  • Duración: 55 m
  • Podcast
Ep #387: Balancing Motherhood and Management While Scaling an RIA: With Rebecca Conner  Por  arte de portada

Ep #387: Balancing Motherhood and Management While Scaling an RIA: With Rebecca Conner

  • Resumen

  • 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

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