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

In this episode of XYPN Radio, we are thrilled to welcome back Jack Arnold, CFP®, and David Harpool, AAMS®, founders of AVID Planning in St. Petersburg, Florida. Having first joined us in January 2022 on XYPN Radio Episode 326, Jack and David return to share the significant changes and challenges they’ve faced while continuing to build and grow their firm.

They discuss the considerations required when moving from a large financial advisory firm to an independent RIA, navigating non-compete clauses, and handling compliance when first striking out on their own. We delve into their unique partnership dynamics, exploring how they manage disagreements and how their friendship and shared passion for their work strengthen their professional relationship.

Listeners will be particularly intrigued by the bold decision to reduce their client base by nearly 50% and how the shift enabled them to provide the deep, meaningful planning they and their clients desire. Join us for an insightful conversation about evolving a financial planning practice with intention and integrity.

What You’ll Learn From this Episode:

• How working independently outside of a large financial advisory firm as an RIA provides career flexibility and autonomy

• Reconciling non-compete agreements when transitioning to an RIA from a more prominent firm

• How clients perceive their relationships with you, their advisor, as a personal connection rather than being loyal to any particular firm

• Why pairing down your client base as your firm grows and evolves can benefit your changing professional and personal goals

• How surge meetings can be used to keep clients up to date and streamline your workload during the rest of the year

• The proper way to approach financial advising as a means of truly helping people

• Working with a partner in your firm and the best way to handle disagreements and differing visions

In this episode of XYPN Radio, we welcome back Rebecca Conner, CFP®, founder of SeedSafe Financial. Since launching her firm in 2016, Rebecca has navigated the complexities of growing and scaling a successful business while also embracing the joys and challenges of parenthood.

Rebecca shares how she has evolved SeedSafe from a lifestyle practice into a firm that now serves over 90 ongoing clients with a team of five. She provides insights into her management philosophy, including how she inspires and empowers her team while also maintaining a manageable work-life balance. We also dive into her strategies for sustaining a 25-30 hour work week, and giving her team the same flexibility.

Join us as we discuss Rebecca’s approach to building a niche practice, conceptualizing time, and her mindfulness routine that plays a key role in her professional and personal success. This episode is a must-listen for anyone looking to gain actionable insights into juggling a thriving business, a team, and family life. Grab your notepad and prepare to be inspired!

What You’ll Learn From this Episode:

• Managing employees in a firm and providing them with opportunities to grow within the firm

• How prioritizing sleep and personal health will promote a healthy business

• When and how to niche your clientele

• Mindfulness and best practices for planning your work week

• How to thrive on a 25-30 hour work

• How to approach interviews with potential employees when expanding your firm

• How growing your firm can help fuel your passion of helping more people