Working with Millennial Investors & Advisors

Mary Beth Storjohann, CFP®, is Founder of Workable Wealth, a platform providing financial education and empowerment to those in their 20s to 40s, as well as Partner and Chief Marketing Officer at Abacus Wealth Partners. 

 

In this episode, she brings her expertise in marketing and younger investors to provide actionable tips to tap into, as she calls it “the most underutilized opportunity in this industry,” the next generation. Tune in for her insights on the value of getting in with clients while they’re young and how to attract and best work with younger clients. 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.

Learn about FMG Suite: https://go.fmgsuite.com/podcast

Questions? Contact us at marketing@fmgsuite.com 

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