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XYPN Radio

XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, Maddy Roche and guests deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in the field and case studies from financial planners like you, the discovery of how you can serve your own generation to help them achieve their financial goals starts today.
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Sep 16, 2015

Today’s guest is at the top of the short list of people we knew we had to talk to when starting XYPN Radio. Mary Beth Storjohann is the founder of Workable Wealth, a financial planning firm based out of San Diego, CA. Mary Beth is a total rock star. She has had a really fast-paced career and she is a business owner who actually just had a baby. On this episode, we go through her incredible journey of starting out as a receptionist in a financial planning firm in college and less than ten years later founding her firm, before she turned 30.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/10

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