Behind The Advisor Ep #387: Balancing Motherhood and Management While Scaling an RIA: With Rebecca Conner
May 15, 2024
Rebecca Conner, Founder of SeedSafe Financial, shares insights on managing employees, prioritizing sleep, niche clientele, and maintaining a 25-30 hour work week. She discusses team empowerment, mindfulness practices, and balancing motherhood while running a successful RIA. Listeners gain actionable tips on juggling business growth, team management, and family life.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Journey of a Tech-Focused Financial Firm Owner
02:28 • 2min
Transitioning to an Independent RIA
04:08 • 21min
Exploring Influential Books and Management Philosophy
24:43 • 3min
Empowering Team Members and Planning Accountability in a Firm
27:23 • 2min
Empowering Team Growth and Compensation Structures
29:39 • 4min
Balancing Workload and Personal Life
33:11 • 20min
Encouraging Authenticity and Following Passion
52:58 • 2min