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

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Manage episode 418380229 series 2985189
Content provided by XYPN Radio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by XYPN Radio or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode of XYPN Radio, we welcome back Rebecca Conner, CFP®, founder of SeedSafe Financial.

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.

You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/387

  continue reading

398 episodes

Artwork
iconShare
 
Manage episode 418380229 series 2985189
Content provided by XYPN Radio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by XYPN Radio or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode of XYPN Radio, we welcome back Rebecca Conner, CFP®, founder of SeedSafe Financial.

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.

You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/387

  continue reading

398 episodes

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