Mary Beth Storjohann
Certified financial planner specializing in working with business-owning women to organize finances and plan holistically across taxes, retirement, insurance, and business strategy; founder of Allora Wealth and author of a Substack on women and money.
Best podcasts with Mary Beth Storjohann
Ranked by the Snipd community
Dec 2, 2025 • 34min
421 | End-of-Year Financial Planning for Product Business Owners with Mary Beth Storjohann, Allora Wealth
Mary Beth Storjohann, a Certified Financial Planner and founder of Allora Wealth, specializes in helping women business owners navigate their finances. In this engaging discussion, she reveals the crucial concept of 'whole-life wealth' and its importance in aligning personal and business finances. Mary Beth offers practical year-end financial planning tips, highlights common blind spots for entrepreneurs, and introduces the idea of the 'enough number' for informed decision-making. A valuable conversation for anyone looking to set their business up for future success!
Dec 10, 2019 • 1h 45min
Ep 154: (Re-)Igniting Your Advisor Marketing By Defining Client Avatars And Removing Impediments To Action with Mary Beth Storjohann
Mary Beth Storjohann, CMO at Abacus Wealth Partners and former founder of Workable Wealth, explains how she defines client avatars and reshaped marketing for a $2.6B RIA. She covers where marketing dollars go, event and advertising strategies, and practical steps to remove friction like scheduling and opt‑ins. Short, actionable ideas for consistent branding, content, and low‑cost tactics for solo advisors.
