Aug 29 2023 20 mins
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.