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7. Leaning Into Diversity and Impact in the Workplace with Mary Beth Storjohann, CFP® - CMO at Abacus Wealth Partners

June 13, 2020 Tina Powell | C-Suite Social Media Season 1 Episode 7
In the Suite
7. Leaning Into Diversity and Impact in the Workplace with Mary Beth Storjohann, CFP® - CMO at Abacus Wealth Partners
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In the Suite
7. Leaning Into Diversity and Impact in the Workplace with Mary Beth Storjohann, CFP® - CMO at Abacus Wealth Partners
Jun 13, 2020 Season 1 Episode 7
Tina Powell | C-Suite Social Media

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 

🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!

❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/

📧 Want to get in touch? Email me at tina@growintentionally.com


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Show Notes

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 

🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!

❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/

📧 Want to get in touch? Email me at tina@growintentionally.com