Ep #389: Going Full-time as a Solopreneur with Linden Cornett

XYPN Radio

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22d ago 51:11

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In this special episode of XYPN Radio, we are thrilled to welcome back Linden Cornett, the founder of Seagrass Financial. Linden holds the honor of being the first guest to return three times over our eight-year journey at XYPN Radio. Many recent guests have mentioned Linden as a role model within our community, and for good reason.

Since her last appearance, Linden has made the bold move to dedicate herself fully to her firm, leaving behind a long-standing career at Intel in the wake of the pandemic. In today's discussion, she shares her insights on the evolving needs of her clients, with a particular focus on the increasing importance of tax planning. Linden also delves into how she has meticulously structured her firm to align with her lifestyle, ensuring she meets clients where they are.

As a proud solopreneur, Linden has masterfully built systems and processes that allow her to scale and take well-deserved vacations. She gives us an inside look at how she leverages tools like Asana and introduces her innovative 15-hour intro planning package for new clients. Transparency is key as Linden openly shares her revenue and client numbers and offers invaluable advice for new advisors considering a shift into this space.

We're honored to have Linden back on the show, and we hope you gain as much from her wisdom as we have. Tune in for an inspiring and informative conversation that underscores the power of passion, planning, and perseverance. Enjoy the episode!

What You’ll Learn From this Episode:

Making the transition from full-time employment to becoming a full-time solopreneur
How to set expectations with your clients as a solopreneur to maintain autonomy
Guiding clients through tax season and demystifying their taxes as an added value of your solo firm
How tailoring your approach to each individual client can lead to stronger relationships in the long run
Using multiple service models for clients while still maintaining a fixed fee-only pay structure
The benefits of starting clients on an initial limited planning package before moving to an ongoing agreement
How handling your own bookkeeping and compliance keeps expenses low in a solo practice

390 episodes