Episode 25: An Entrepreneurs Return to Corporate America with Mary Beth Storjohann
The Big Ask Podcast with Nicole Matthews
We chat with Marybeth Storjohann who is a Certified Financial Planner qand has been in the financial services business for 16+ years. She is the founder of Workable Wealth to provide financial education and empowerment to people in there 30s to 50s. She’s also a partner and Chief Marketing Officer at Abicus Wealth Partners. We talk about her entrepreneurial ventures and partnership venture. She is passionate about teaching others about finances and shares her wisdom with us.Links in this Episode:https://workablewealth.com/FacebookTwitter: @marybstorjInstagram: @marybstorjThe Big Ask Podcast is hosted by Nicole Matthews as inspired by her book Permission, to contact her or learn more about her work please use the links below:Instagram: @msnicolematthewsInstagram: @bigaskpodcastTwitter: @henleycoFacebookwww.nicolematthews.comwww.thehenleycompany.com
7. Leaning Into Diversity and Impact in the Workplace with Mary Beth Storjohann, CFP® - CMO at Abacus Wealth Partners
In the Suite
Today In the Suite welcomes Mary Beth Storjohann, CFP® Founder of Workable Wealth and the Chief Marketing Officer at Abacus Wealth Partners. Mary Beth is an enterprising author, speaker, and financial coach who has made more than a living, but a beautiful life, out of her passion for educating and empowering women around money.Mary Beth’s own exposure to the financial planning industry began in college and she’s been pushing the industry forward ever since. Her first book, Work Your Wealth – 9 Steps to Making Smarter Choices with Your Money, is Mary Beth’s own blueprint of the exact money moves she teaches her clients in order to align finances with values. In this episode we learn the financial advice for both millennials and women of all ages; how firms can be consciously diverse; and Mary Beth’s timeless advice for those looking to go into financial planning.Join the conversation to hear more about:Abacus Wealth Partners’ comprehensive Covid-19 resources (5:49)The most important area of focus for all during the global pandemic (9:35)The importance of intentionality when it comes to financial decisions (21:59)Why Mary Beth focuses on educating women on money (24:00)How Millennials and Gen X’s can start their own financial planning businesses without big investments (29:21) How Abacus Wealth Partners approaches new client acquisition with diversity in mind (34:51)The top advice to ensure your firm is consciously diverse (37:47)The best way to start your second career in financial planning (40:20)What to keep in mind as you’re starting your own financial planning business (46:45)Mary Beth’s timeless piece of financial advice (53:02) The physical object that gives Mary Beth superhero strength (55:23)Referenced Materials Abacus Wealth Partners Website Abacus Wealth Partners COVID-19 Resources Page Workable Wealth Website Work Your Wealth Podcast on Apple Podcasts Work Your Wealth - 9 Steps to Making Smarter Choices with Your Money on Amazon
Emergency Financial Relief for Therapists in Private Practice with Mary Beth Storjohann, CFP®
Starting a Counseling Practice with Kelly + Miranda from ZynnyMe
We had the opportunity to get on-screen with Mary Beth Storjohann, CFP® to talk about the Economic Injury Disaster Loan (EIDL) and the Payroll Protection Program, and what these programs can do for therapists in private practice.Information about relief opportunities is changing day-by-day, and some of the information provided here may be out of date already, but we hope this training can provide a helpful overview and some guidance. This video was recorded on April 3rd at 11am PDT.
Ep 154: (Re-)Igniting Your Advisor Marketing By Defining Client Avatars And Removing Impediments To Action with Mary Beth Storjohann
Financial Advisor Success
Mary Beth Storjohann is the Chief Marketing Officer for Abacus Wealth Partners, an independent RIA that oversees nearly $2.6 billion in assets under management for almost 1,700 clients. After joining us for episode 61 nearly two years ago, today she is back for a second time to discuss the major changes she has made since then. Listen in as we discuss why Mary Beth decided to sell her own firm to take on a marketing leadership role in an even larger firm, as well as what this new role entails. You’ll learn how Mary Beth determined avatars for the firm's marketing, how she allocates her marketing budget, and what she believes every firm can do to better their marketing. For show notes and more visit: https://www.kitces.com/154
Unbudgeting and Entrepreneurship With Mary Beth Storjohann
Today’s guest is Mary Beth Storjohann. She’s a CFP® and Founder of Workable Wealth is not your typical financial planner. With over 14 years of experience in the financial services industry, she works as an author, speaker, and financial coach to apply a fun, albeit no-nonsense approach in working with entrepreneurial women and couples in their 30s – 50s across the country, helping them make smart, educated choices with their money. Mary Beth initially became interested in finances because even though she had hardworking parents, there was a lack of financial education in the household as she grew up. After taking a receptionist position at a financial planning firm while in college, she grew to love the industry, changed her major, and hasn’t looked back since. As both a financial planner and entrepreneur, Mary Beth has some great advice to share. In this episode we discuss: The connection between money and independence The difference between building a business to run until you’re done with it versus building a business that you can sell How she determined that it was right to merge with another planning firm Why she works with a financial planner even though she is one What her biggest financial mistake was and why she doesn’t regret it How to budget in a way that creates freedom with your spending If you’re interested in learning more about Mary Beth, check out the following: Workablewealth.com Work Your Wealth by Mary Beth Storjohann The Work Your Wealth podcast If you’re interested in learning how to take control of your finances, schedule a FREE call with Lauryn Williams here.
Why You Should Hire a Financial Planner with Mary Beth Storjohann
Money Checkup with Anjali Jariwala
Many times people see just the dollars and cents side of money, but there is so much more behind each person’s money script. You have certain beliefs and ideas about your money for a variety of different reasons. In today’s Money Checkup, I chat with fellow Certified Financial Planner®, Mary Beth Storjohann on some of the questions we see quite often when it comes to money and hiring a financial planner to navigate money issues. We dive into what to look for in a CFP®, questions you should be asking your potential financial planner and more! Tune in and learn how to determine which financial planner is the right FIT for you. Mary Beth Storjohann, CFP® works as an author, speaker, and financial coach to apply a fun, albeit no-nonsense approach in working with individuals and couples across the country, helping them make smart, educated choices with their money. She is the Founder of Workable Wealth, a platform that provides financial education and empowerment to those in their 20s – 50s, and is the Chief Marketing Officer at Abacus Wealth Partners, a fee-only, independent firm that is a change-maker in the financial planning world with a focus on diversity and inclusion, impact & socially responsible investing, and making financial planning accessible. What We Will Cover Questions that come up around hiring a financial planner Barriers people put up for not hiring a financial planner How to address the emotional side of money How a financial planner can provide a safe space to talk about your money Important items to look for when searching for a financial planner Fiduciary explained and why your financial advisor should be in this category Fee-only versus fee-based financial planners A few things to consider when finding the right fit for your financial planner How comfort and the ability to relate can be crucial for picking your financial planner Why your financial planner shouldn’t be afraid to have the tough conversations with you Why you may not get the sample plan you ask for when interviewing a financial planner The questions you SHOULD be asking instead The peace of mind a financial planner can bring to your life The fees discussed and the value that you get Why fees will be different when comparing financial planners Different options to pay your financial planner to make it work best for you The challenges and pitfalls you might run into down the “do it yourself” route Getting Connected With Mary Beth Mary Beth's Website Facebook Instagram Mary Beth’s Email Click here if you want to read the transcript instead! Why You Should Hire a Financial Planner with Mary Beth Storjohann
How to Persuade Clients to Make Smart Choices with Mary Beth Storjohann
Marybeth shows us how she persuades clients in their initial meetings to work with her and make smart financial decisions. Request a Custom Workshop For Your CompanyVist Mary Beth's WebsiteKeywords: negotiation, negotiate, persuasion, influence, leadership, psychology, sales, compassionate curiosity, mindful, mindfulness, emotions, self awareness, emotional intelligence, career, interviews, informational interviews, job search, job readiness, networking, discounts, conflict, difficult people, psychology, emotion, emotions, argue, argument, debate, negotiation, negotiate, influence, persuasion, leadership, parenting, psychology, sociology, social dynamics, entrepreneurship, small business, salary, sales, law, lawyer, law school, mba, human resources, HR, talent management, talent development, nonprofit management, supply chain, procurement, sales, buyers, buying, procure, business negotiation, Chris Voss, Never split the difference, getting to yes, collaboration, negotiation genius, art of the deal, real estate negotiation, financial planner, financial planning, CPA Support this show http://supporter.acast.com/negotiate-anything.See acast.com/privacy for privacy and opt-out information.
Ep 061: Starting A Gen X/Y Financial Planning Firm While Also Starting A Family with Mary Beth Storjohann
Financial Advisor Success
Today’s guest is the founder of Workable Wealth, a virtual financial planning firm that has built more than $200,000 in recurring financial planning fees in just its first four years. As if that weren’t impressive enough, Mary Beth Storjohann built the firm while also raising two small children—now two and a half years and three months old. In this episode, Mary Beth shares details about her personal journey to success, including valuable insight on a subject that hasn’t been touched on much in this podcast: the very real challenge of balancing life at home with young children while also starting and/or running an advisory firm. Listen in to hear how she managed client relationships and her marketing and growth momentum through her maternity leave, as well as her advice for female advisors on handling the balancing act of starting your own firm when you also want to start a family. For show notes and more visit: https://www.kitces.com/61
Mary Beth Storjohann talks self-publishing (Legal Road Map® Podcast S2E28)
Legal Road Map®: copyright, trademark and business law info for online entrepreneurs
Mary Beth Storjohann, founder of Workable Wealth, shares her experience of doing business in a highly regulated industry and the challenges of self-publishing a book. Listen and learn: The one thing you should consider hiring out from the start when doing business in a highly regulated industry Which responsibility will fall to you whether you go traditional or self-publish your book How taking a workflow audit can help make sure your client contracts cover everything Why leaning on a group of competitors for advice isn’t always a bad thing KEY TAKEAWAY: DIY can get you pretty far in business and in publishing. But knowing when to bring in legal help can make the difference between reaching your goal or falling short. Sign up below to get a free 5 Minute Intellectual Property Audit to learn how you can make more money from the copyrights and trademarks in your business (plus be the first to know when new episodes are live). This podcast is information, not legal advice specific to your situation.