The Wisepreneurs Podcast

Mastering Tools and Processes with Anna Burgess Yang

Nov 29, 2024
In this discussion, Anna Burgess Yang, a former FinTech executive and now a freelance content writer, reveals her journey to solopreneurship while raising three children. She shares how automation tools like Airtable and Zapier help her streamline workflows and balance work and family life. Anna emphasizes the importance of personal branding through authentic LinkedIn updates and using generative AI for content creation. Listeners will find practical tips on enhancing productivity and integrating disciplined habits into their daily routines.
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ANECDOTE

Fintech to Freelance

  • Anna Burgess-Yang transitioned from a 15-year fintech career to freelance writing.
  • She worked for content agencies and in journalism before becoming a solopreneur.
ADVICE

Personal Branding for Clients

  • Build a personal brand by posting regularly on platforms like LinkedIn.
  • Share your work and expertise to attract clients organically.
ADVICE

Client Onboarding Automation

  • Automate repetitive client onboarding tasks using tools like Airtable, Zapier, and Google Drive.
  • Automatically save contracts, create client folders, and update accounting software.
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