Mary Beth Storjohann knows that financial planning is something that bleeds into every area of a client’s life. That’s why she has developed a service model that assists solopreneurs and small business owners with their personal financial goals, business finances, and the psychology behind advancing their career.
Many clients call Mary Beth their very own rent-a-CFO. There’s no doubt that she’s an innovator in the space of business financial planning for creative entrepreneurs. Over the four or five years she’s been in business, her practice has evolved to include these services - she had no idea that these are the niches she would serve!
This is an important point that many advisors will connect with. We don’t always know where our financial planning practice is going to grow when we first get started. We so often put pressure on ourselves to have everything figured out right out of the gate, but things truly do evolve over time - and they should.
Mary Beth also has a unique approach to growing her business. She has created such an incredible library of content, and she’s always open to new avenues of reaching her clients. She currently has a podcast, a blog, and a book (and she wrote her book while on maternity leave - talk about a financial planning warrior!).
We can all find inspiration in the energy and the passion Mary Beth pours into her practice. She keeps it real, and it’s what sets her apart and allows her to grow valuable relationships with her planning clients.
What You’ll Learn:
- How to stay flexible when growing your financial planning practice.
- The different ways having a personal brand pays off.
- How to define your target market.
- Why your marketing will turn some people away - and why that’s okay.
- The ways a target market helps you build meaningful relationships with your clients, and helps you enjoy your work more.
- How to look ahead and decide how your firm will need to change and grow.
- Why ignoring what the industry “norm” is pays off.
- Different methods of marketing your business.
- How to understand the fear and do it anyways.
- How to try something, and pivot if it doesn’t work.