Ep #244: Building a Progressive Team Culture: An Interview with Amy Irvine & Rooted Planning Group

Rooted Planning Group is a firm started by XYPN member Amy Irvine, and it consists of financial planners Kate Welker, Kerrie Beene, and Becky Partridge-Eason. Amy found herself hitting capacity a few years ago—both in terms of sanity and time—so she decided to start laying the foundation for what is now a four-person company. Today Amy and her team join the show to discuss their unique experiences joining a rapidly growing practice.  

Listen in as Amy shares how each teammate is a partner (or on the way to becoming one) and how they each have input when making team decisions. You will learn how they run their practice smoothly as a team, how Amy has lowered her stress level, and more.

Listen to the Full Interview:

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What You'll Learn from This Episode:

• Why Amy decided to add more members to her team.
• What it was like for the new team members to join a rapidly growing practice.
• The benefits plan each team mate has.
• The ego that needed to be left at the door to allow this to work.
• Why everyone’s input is important when making decisions.

Featured on the Show:

• Amy Irvine: Website | LinkedIn | Twitter
• Kate Welker: Website | LinkedIn | Twitter
• Kerrie Beene: Website | LinkedIn
• Becky Partridge-Eason: Website
• Episode #119 with Amy Irvine
  
• XYPN VIP Community

This Episode is Sponsored By:

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