Using client psychographics to fuel organic growth, with Mary Beth Storjohann

To truly provide optimal service, Mary Beth Storjohann and her team at Abacus Wealth Partners aim to forge emotional connections with clients. “How do you speak to what’s on their hearts and minds?” she asks. “That’s how you get to know about where your clients spend their time and what they’re worried about.”  This more-emotional-than-financial approach is not new for Abacus, which was founded nearly 30 years ago by Buddhists seeking to incorporate religious principles into financial services. But the appeal is stronger than ever.  In this episode, Storjohann describes adapting client service to better connect with women and next-generation clients. She also shares how her firm seeks organic growth by expanding its network of entrepreneurial advisors to share skills and best practices for success.  For more, visit PracticeLab.

Om Podcasten

If you are a financial professional looking to grow your business, improve your practice and save valuable time, then the PracticeLab podcast is a program for and about you. In this series, we go coast-to-coast talking to financial professionals who are doing unique and powerful things in their businesses, and who are ready to share their best practices with you. If you're interested in ways to help acquire more clients, attract high net worth prospects, turbocharge your marketing, enhance your client experience, scale your practice and more, then you’ll want to tune in to these episodes and hear some of the best ideas in the business. PracticeLab is brought to you by Capital Group, home of American Funds. You can find all our episodes and more at practicelab.com. We hope you enjoy what you hear and — more importantly, what you learn — on the PracticeLab podcast. American Funds Distributors, Inc., member FINRA