Mary Beth Storjohann, CFP® is an author, speaker, and financial coach who takes a fun, no-nonsense approach in helping individuals and couples make smart choices with their money.
She is the 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, a firm that is a change-maker in the financial planning world.
Her accolades include the “Top 40 Under 40” by Investment News, “10 Young Advisors to Watch” by Financial Advisor Magazine and Top Ten Most Influential Advisors by Investopedia.
Session Information
Accelerating Your Personal Brand with a Client Avatar
A client avatar can help you define the best, most profitable prospect for your business. By truly understanding your preferred customers, advisors can accurately target their marketing campaigns, including content marketing, email marketing and paid advertisements. NexGen advisors can expect to walk away understanding how a client avatar ties into their personal brand, how to go about building a client avatar, and how to best use it to make more impactful marketing decisions accelerate their business growth.