Rooted Planning Group’s Entrepreneurial Journey: Leading with Culture and Intention
About the Guest(s):
Amy Irvine is a seasoned financial planner and the founder of Rooted Planning Group. With years of experience in wealth management, Amy has been instrumental in guiding her clients towards financial success through strategic planning and personalized advice. Her passion for broadening the representation of women in financial planning has been a driving force behind her career. Amy is well-versed in creating inclusive, team-focused environments that emphasize holistic financial well-being.
Becky Eason is an integral team member at Rooted Planning Group, who began her journey as an intern and has grown significantly within the company. Equipped with a solid academic foundation and a strong desire to learn, Becky contributes to the operational and client-based aspects of the firm, showcasing her dedication to personal growth and team success.
Episode Summary:
In this engaging episode of Money Roots, Amy Irvine offers a candid glimpse into the journey of her company, the Rooted Planning Group, from its formative years to its present-day status. Initially named Irvine Wealth Planning Strategies, Amy recounts the significance of renaming the firm to better reflect its evolution and collaborative team dynamic. Along with Becky Eason, Amy dives into the intricate process of building and sustaining a well-rounded business culture that not only supports growth but prioritizes emotional and personal development for both team members and clients.
Throughout the discussion, Amy emphasizes the importance of maintaining a balance between personal and professional life. Her reflections on time spent in Scotland highlight the necessity of mental breaks for rejuvenation and innovation. Amy underscores the critical role culture plays in team success, advocating for an environment where curiosity is encouraged and inclusivity is inherent. By sharing her experiences, Amy provides valuable insights for business owners and aspiring entrepreneurs looking to forge their paths with resilience and adaptability.
Key Takeaways:
Emotional Impact of Rebranding: Amy describes the bittersweet emotions involved in changing her firm's name, reminiscent of a parent's feelings when their child leaves for college.
Team Dynamics and Growth: As the company grew, Amy recognized the need for a brand and culture reflecting teamwork and inclusivity, moving beyond a singular focus on her leadership.
Importance of Cultural Fit: Hiring decisions at Rooted Planning Group prioritize cultural fit and ability to adapt, ensuring a harmonious and effective work environment.
Balancing Work and Personal Life: Amy shares her strategies for creating personal space, emphasizing the importance of physical activity in providing mental clarity and creativity in business.
Inclusion and Well-being: Acknowledging different perspectives is crucial, and Amy's approach to company culture includes ongoing conversations about personal and collective well-being.
Notable Quotes:
"As we were growing... I learned that culture needs to be protected and having the right people as part of the culture is so much more critical and important."
"We're one of those firms that, like, pivots. We pivot often."
"I very much enjoy being outdoors, and I really love when I'm walking up a hill."
"We can't talk about inclusion without talking about well-being."
"No journey is a straight line... being nimble, I think, is probably the number one characteristic important when you're a business owner."
Resources:
Explore more about the Rooted Planning Group and the financial services they offer on their official website.
Listeners are encouraged to explore the full episode for a comprehensive understanding of Amy Irvine's journey and insights into running a successful financial planning firm. Stay tuned for more enriching content from Money Roots, where money conversations are kept real, relatable, and rooted in your goals.