In this episode of Investing In Integrity, we spoke with Stephen Sorenson, COO at Scholars of Finance. This conversation is all about balance and leadership. 

Stephen defines work-life balance as “being healthy on all fronts - mental, emotional, physical, and spiritual,” and shares several stories about his early days in building SOF – and how being focused and present in the task at hand, whether it is work or spending time with family, benefited him.

Stephen also talks openly about how work-life balance is often overlooked until mental health is affected negatively. “I see a therapist every week, I'm not ashamed to say it,” Stephen says, because “everyone should be able to talk to someone professionally about what's happening and how they can learn and grow.”

Relatedly, Stephen talks at length about being an effective manager and his path into management. Giving feedback, he reflects, is about “helping others succeed with no other intentions aside from helping them succeed.”

“If that's my mentality heading into a feedback conversation, there's no loser, there's just winners,” he concludes.

There are only winners in this conversation, too, thanks to Stephen’s compassionate, wise advice on timeless themes like personal well-being, family values, work-life balance, and leadership.

00:00 - Intro

10:11- Work-Life Balance

14:30 - Mental Health

18:26 - Feedback and Growth

22:22 - Managing Others

26:00 - Rapid Fire