Description

Emily Rassam is the Senior Financial Planner for Archer Investment Management.  She has a true passion for helping clients make sense of their financial lives and develop clear plans to achieve their goals. Before Archer Investment Management, Emily spent 14 years at investment firms in New York and North Carolina working with families, executives, and institutional retirement clients.

In her downtime, Emily enjoys traveling, cooking, reading, and hiking with her son, daughter, husband, and dogs. She currently serves as a mentor and run lead for Tri It for Life, an organization empowering women of all ages and athletic abilities to train for their first triathlon. She also serves on the board of YMCA Emerging Leaders in Charlotte, as a foster home for ABC Basset Hound rescue, and as a Regional Leader and Carolinas Chapter Chair for WIPN (WE Inspire, Promote, Network) wipn.org, a women's leadership and networking group for women in the retirement industry.

In this episode, Theresa, Ivana, and Emily discussed:

• Growing by slowing down 
• Balance versus Harmony 
• Assuming the best in others 
• Protect your calendar 

Key Takeaways:

• Many times people feel that the meaning of “growth” is to keep getting a bigger title and a bigger salary. However, real growth sometimes means that you have to pause, slow down, and carefully consider what the most meaningful thing in your life truly is. 
• When dealing with others, it’s better to always assume the best in them and recognize that they might be going through something heavy in their life. You can only know so much about a person, even if you see them every day. It is best to give people the benefit of the doubt. 
• Learn to say no. You don’t have to say yes to everything and to everyone. Protect your calendar, be mindful of what you’re dedicating your schedule to, and make sure that you are always able to keep your work in harmony with your personal life. When you are given a request, take time to really consider if you should say yes or no to it. 

“[Work-life] balance to me [is] balancing on a tightrope, if you don't have them equal, then you're not going to be balanced. So harmony just feels better. My goal is just that I feel good about both areas. I'm trying to build both [areas] into my life happily.” - Emily Rassam

Connect with Emily Rassam:

Website: https://archerim.com/ , https://archerim.com/team-members/emily-c-rassam/ 

LinkedIn: https://www.linkedin.com/in/emilyjcasey/ 

Connect with Theresa and Ivana:

Theresa, True Strategy Consultants: tsc-consultants.com
LinkedIn @treeconti, Insta @tscconsultants

Ivana, Courageous Being: courageousbeing.com
LinkedIn @ivipol, Insta @courbeing

SITP team, Step Into The Pivot: stepintothepivot.com
LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot