78 min listen
Ep 061: Starting A Gen X/Y Financial Planning Firm While Also Starting A Family with Mary Beth Storjohann
Ep 061: Starting A Gen X/Y Financial Planning Firm While Also Starting A Family with Mary Beth Storjohann
ratings:
Length:
90 minutes
Released:
Feb 27, 2018
Format:
Podcast episode
Description
Today’s guest is the founder of Workable Wealth, a virtual financial planning firm that has built more than $200,000 in recurring financial planning fees in just its first four years. As if that weren’t impressive enough, Mary Beth Storjohann built the firm while also raising two small children—now two and a half years and three months old. In this episode, Mary Beth shares details about her personal journey to success, including valuable insight on a subject that hasn’t been touched on much in this podcast: the very real challenge of balancing life at home with young children while also starting and/or running an advisory firm. Listen in to hear how she managed client relationships and her marketing and growth momentum through her maternity leave, as well as her advice for female advisors on handling the balancing act of starting your own firm when you also want to start a family. For show notes and more visit: https://www.kitces.com/61
Released:
Feb 27, 2018
Format:
Podcast episode
Titles in the series (100)
Ep 006: Improving Gender Diversity in the Financial Services Industry with Eleanor Blayney: Advisors at all stages in their career will learn a tremendous amount for the successful career of Eleanor Blayney. by Financial Advisor Success