When you’ve been on staff at an organization—especially in the lead role— transitioning to consulting can be a bit disorienting. Consultant to credit unions Mark Triechel talks about the lessons learned in his switch from regulating an industry to advising them:

How to quickly morph from “retirement” into a Soloist expertise business serving your former constituents.

Dealing with non-competes and ethics clauses honorably while building your new business.

Becoming a “Soloist with a twist”—why you don’t have to work alone.

How “changing teams” allows you to continue serving an existing niche in new (and profitable) ways.

Turning what could have become a pure compliance practice into a strategic advisory business.

LINKS

Mark Treichel Website | LinkedIn

Rochelle Moulton Email List | LinkedIn | Twitter | Instagram

BIO

In 33 years at the federal agency known as the National Credit Union Administration, Mark led the agency as Executive Director after starting at the entry level. His varied positions at every level give him a unique perspective on all things NCUA.

He “changed teams” and is now in his fourth year of consulting with NCUA credit unions so they save time and money. He has two credit union educational podcasts: With Flying Colors and Credit Union Regulatory Guidance.

His clients consider his team as secret weapons in the regulatory battles they face every year.

BOOK A STRATEGY CALL WITH ROCHELLE

RESOURCES FOR SOLOISTS

10 Ways To Grow Revenue As A Soloist (Without Working More Hours): most of us have been conditioned to work more when we want to grow revenue—but what if we just worked differently?

The Soloist Women community: a place to connect with like-minded women (and join a channel dedicated to your revenue level).

The Authority Code: How to Position, Monetize and Sell Your Expertise: equal parts bible, blueprint and bushido. How to think like, become—and remain—an authority.

Can you build a six to seven figure Soloist business doing the opposite of what “the experts” recommend? Consultant Kris Jennings has created exactly that by forging her own path:

How her “tiny, tiny” email list delivered over $1 million in revenue (and provides a vehicle to nurture key referral relationships).

How she thinks about and serves her list (hint: it’s exactly the opposite of what most every email marketer recommends).

What she does with advice from experts and “gurus”.

How she measures success—and how her metrics have changed as her business matures.

The evolution of her risk-taking philosophy in business—and what elements must be present for her to say an unqualified “yes”.

LINKS

Kris Jennings Website | LinkedIn

Rochelle Moulton Email List | LinkedIn | Twitter | Instagram

BIO

With nearly thirty years of experience, Kris Jennings’ work has helped more than a million people change. From large technology implementations to digital products for Type 2 diabetes, she designs ways to help people take small steps forward.

She has run a consulting and advisory business since 2012 and her clients include Fortune 100 global organizations. She now primarily supports change leaders and project teams. Her first book will be released this fall (2024).

She holds a bachelor's degree from The Medill School of Journalism at Northwestern University.

Kris and her husband live in Minneapolis, Minnesota with their two delightfully curious, mischievous kittens. She dedicates time each year to bucket list adventure travel with their two young adult sons.

BOOK A STRATEGY CALL WITH ROCHELLE

RESOURCES FOR SOLOISTS

10 Ways To Grow Revenue As A Soloist (Without Working More Hours): most of us have been conditioned to work more when we want to grow revenue—but what if we just worked differently?

The Soloist Women community: a place to connect with like-minded women (and join a channel dedicated to your revenue level).

The Authority Code: How to Position, Monetize and Sell Your Expertise: equal parts bible, blueprint and bushido. How to think like, become—and remain—an authority.

You’ve got a bookkeeper, a CPA, maybe even a CFO/strategic financial resource for your business—when and where does personal financial planning fit in? Advice-only financial planner and author Sean Mullaney walks us through financial planning for Soloists:

The types of financial advisors Soloists are likely to encounter—how they work and are compensated (and why that matters).

The signs that tell Soloists you’ll likely get value from engaging a personal financial advisor.

How to get started and identify potential planners that will meet your needs (and why geography just doesn’t matter anymore).

One key question to ask any financial advisor candidate to assess whether they might be a fit.

Why a Solo 401(k) often beats a SEP IRA for tax-advantaged retirement savings.

LINKS

Sean Mullaney Blog | Book | LinkedIn | YouTube | Twitter

Rochelle Moulton Email List | LinkedIn | Twitter | Instagram

BIO

Sean Mullaney is an advice-only financial planner and the President of Mullaney Financial & Tax, Inc. Through Mullaney Financial & Tax, Sean provides advice-only financial planning for a flat fee. Sean writes the Plutus Award winning blog FITaxGuy.com on the intersection of tax and financial independence. He also has a personal finance YouTube channel and wrote Solo 401(k): The Solopreneur’s Retirement Account.

DISCLAIMER

This discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Rochelle and The Soloist Life podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services.

BOOK A STRATEGY CALL WITH ROCHELLE

RESOURCES FOR SOLOISTS

10 Ways To Grow Revenue As A Soloist (Without Working More Hours): most of us have been conditioned to work more when we want to grow revenue—but what if we just worked differently?

The Soloist Women community: a place to connect with like-minded women (and join a channel dedicated to your revenue level).