Ep #72: Creating an Encore Career with Linden Cornett

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Linden Cornett is working on an encore career by starting a financial planning firm, Seagrass Financial. At 40, she’s pursuing a new entrepreneurial venture in an entirely new industry. And she can make it happen thanks to the years of dedication it took her to reach financial independence.

18 years ago, Linden began her career at Intel as a software developer with a background in math and computer science. She developed an interest in financial planning through DIYing her own plan. Eventually, she reached the point where working for someone else was optional.

After experiencing her own financial success, Linden started creating financial plans for friends and family members. After some encouragement, she decided to experiment with the idea of opening a financial planning firm with the help of XY Planning Network.

While Linden lacks traditional industry experience, she accumulated $21 million in assets under management and serves 18 clients with a unique, yet simple, marketing technique.

This is an extremely interesting example of how to create a successful foundation for a profitable endeavor.  Creating an RIA without financial planning experience is never easy, but Linden’s story shows it is possible to pursue an encore career while helping others achieve financial success.

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Listen to the Full Interview:

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What You’ll Learn from This Episode:

  • Why a study group or mastermind can be an effective tool for starting a business.
  • How XY Planning Network can help time-strapped entrepreneurs thrive and conquer the compliance requirement in creating an RIA.
  • Why creating financial harmony at home helps entrepreneurs succeed in business.
  • Linden’s fee structure and the process of working with regulators to get approved in Oregon.
  • How to determine if your fees are too low.
  • How Linden brought on her first 6 clients in 2 months without business cards, a website, or a formal marketing strategy.
  • DIY resources that Linden used to develop a financial planning breadth of knowledge.

Featured on the Show:

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Announcing Our New Podcast: XYPN Radio

XY-Planning-Podcast-finalIt’s been a long while in the making, but it’s finally here. Team XYPN is very excited to announce that the first episodes of XYPN Radio are now live!

(Even better, we’re celebrating by inviting you to a with a private VIP community for financial planners like you, but more on that in a moment.)

What Is XYPN Radio?

XYPN Radio is a podcast dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients.

Through the expertise of leaders in the field and case studies from financial planners like you, you will discover how you can serve your own generation and help them achieve their financial goals starts today.

We start off with a bang during #LaunchWeek, featuring daily episodes for the first week and consistent weekly content after that. Here’s just a taste of what you will enjoy on the podcast:

  • Ep #1: The Career of Michael Kitces – How He Became the “King Nerd” of Financial Planning
    Ep #2: An Inside Look Into Carl Richards’ Financial Planning Process
    Ep #3: The Career of Sophia Bera – From Actress to Firm Owner

To celebrate the launch of the show and make this an incredible experience for you, we created a VIP community for the next generation of financial planners. This is a private group in which we can all connect, share experiences, and discover how we can serve our own generation to help them achieve their financial goals.

Sound good? Here’s how you can get the most out of the podcast and community:

Subscribe to the Podcast

Step #1: Click here to listen to the first episodes, and if you like the show go ahead and subscribe!

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Step #2: Leave us a review in iTunes with your feedback (It’s easy, here’s a video explaining how)

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Step #3: Claim your exclusive VIP access to the community here and begin enjoying the benefits of a community of financial planners with the same passion and focus as you.

Other Ways to Get the XYPN Radio Podcast

  1. Subscribe in iTunes
  2. Subscribe via Stitcher
  3. Grab the RSS feed

Thanks for checking out the new podcast. We can’t wait to share some incredible insights with you here over the coming months!