Mary Beth Storjohann, CFP®, is Founder of Workable Wealth, a platform providing financial education and empowerment to those in their 20s to 40s. She is also Partner and Chief Marketing Officer at Abacus Wealth Partners, “Top 40 Under 40” by Investment News, “10 Young Advisors to Watch” by Financial Advisor Magazine, among other accolades.

Mary Beth brings her expertise in marketing and younger investors to a discussion with host Mike Woods on why she believes the next generation is “the most underutilized opportunity in this industry.” Listen to this episode and learn:

  • Why it’s important to get in with clients while they’re young
  • How to use the strengths of young advisors to attract millennial investors
  • How to use checklists and tech to best work with younger investors.

Plus, she and host Mike Woods discuss why she (and her clients) prefer virtual meetings and which marketing tactics are coming back and which are gone for good. Don’t miss this episode if you’re looking for new ways to grow your business.

Listen to the FMG Suite Market in Motion podcast wherever you get your podcasts, including iTunes and Spotify! Don’t forget to subscribe on your favorite platform and leave us a review.