Ep #387: Balancing Motherhood and Management While Scaling an RIA: With Rebecca Conner
Behind The Advisor
00:00
Transitioning to an Independent RIA
The chapter details the speaker's journey of preparation and decision-making before transitioning to their own independent RIA, balancing professional roles and motherhood along the way. It covers topics such as market research, work-life balance, client alignment, and the importance of a supportive team in business growth. The speaker also discusses their long-term strategy of using YouTube to provide financial advice to a broader audience.
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