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

XYPN Radio

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