What does it actually look like to build a firm for the future of wealth? In Episode 4 of Capably Yours, Lisa M. Hinz sits down with Mary Beth Storjohann, CFP® — founder of Alora Wealth, former CMO, and former co-CEO of a multi-billion dollar RIA — for a conversation that is equal parts honest, practical, and energizing.

Mary Beth has spent two decades breaking the mold in financial services and she is back in the founder seat on her own terms. In this episode, she opens up about the blind spots she has had to unlearn, why storytelling is still the most powerful marketing tool advisors have, and how she is building a firm where high-achieving women (and the whole household) feel genuinely seen.

They also get into something the industry has been talking around for years: why women's initiatives alone won't move the needle, why men need to be at the table with curiosity, not just credentials, and what two small but powerful changes any advisor can make this week to better engage every client in the room.

In this episode you will learn:

• The one blind spot Mary Beth is most focused on fixing as she builds Alora Wealth
• Why storytelling still outperforms every other marketing tactic — and how to do it authentically
• How to structure client meetings so every person in the household feels like a primary participant
• Why curiosity is the missing ingredient in most diversity conversations
• What it means to build inclusivity as infrastructure, not a campaign

Connect with Mary Beth Storjohann: LinkedIn | Substack: Between Tables | allorawealth.com

Mary Beth Storjohann, CFP®, is the Founder and CEO of Allora Wealth, a boutique financial planning firm serving high-achieving women and families navigating serious careers, full households, and real financial complexity. With more than two decades in financial services, she has built her career at the intersection of values-based planning and advocacy for women. She began in the industry at age 20, launched and sold her first firm, and later served as Co-CEO of a $3.5 billion RIA before founding Allora in 2025. Mary Beth hosts the Work Your Wealth Podcast and writes Between Tables, a Substack on money, ambition, and modern life. Her work has appeared in The New York Times, Forbes, CNBC, and more. She lives in San Diego with her family.

Resources mentioned:

• Alignment Scorecard
• Book a Strategy Call

She's not a niche. She's your next decade.

In Episode 3 of Capably Yours, Lisa M. Hinz gets personal and then gets practical. She opens with the story behind why she launched her business before having children, what that decision taught her about the impossible calculations women make every day, and why financial advisors are uniquely positioned to lead through it.

From there, Lisa breaks down the invisible tax, the compounding financial and relational cost that most plans never account for, and makes the case that serving women well is not a women's initiative. It is a structural business decision about where wealth is going.

In this episode:

• Why 70-80% of women leave their advisor within a year of losing a spouse
• The product gaps that represent real opportunity
• Why this shift is generational, not just gender-based
• A three-step marketing framework you can start using this week

Explore why women don't need a separate version of your firm, and what it means to be included in the real one.

What happens when a firm has done the work — documented strategy, consistent execution, strong client relationships — and the growth still isn't coming? That's not a marketing problem. That's a directional problem. And in Episode 2 of Capably Yours, Lisa M. Hinz names it precisely.

In this episode, Lisa introduces the Growth with Purpose Framework, a three-stage diagnostic and development process built to help advisory firms understand why their growth has stalled and build toward the clients who will define their next decade, not just their last one.

Here's what you'll hear in this episode:

• Why stalled growth is almost never an execution problem, and why investing in better execution of a misaligned strategy only gets you to the wrong destination faster.
• The difference between AUM growth and net new assets, and why NNA is the honest metric that tells you whether your marketing is working or whether the market is simply working for you.
• What the relevance gap is, how it develops quietly inside your existing book, and why most firms cannot see it until it has already cost them.
• Why the most valuable data most firms have is sitting untapped inside their existing client households, and why building an ideal client profile from industry assumptions rather than real relationship intelligence is leaving growth on the table.
• The Growth with Purpose Framework: Diagnose, Align, and Build, including the five diagnostic areas inside Stage One, the household audit inside Stage Two, and what it means to build marketing infrastructure that compounds over time.
• What growing with purpose actually feels like from the inside when it is working, and the shift from chasing growth to leading it.

If your firm has been investing in marketing and not seeing the results that effort deserves, this episode is the conversation you have been needing.

Resources mentioned in this episode:

Investor Alignment Scorecard — Take the free 3-minute diagnostic at https://cornherstone.com/alignment-scorecard

Book a Strategy Call with Lisa — https://cornherstone.com

Making Marketing Financially Intelligent: What's Actually Working for Advisors Right Now

Most advisors aren't struggling because they're not doing enough marketing — they're struggling because all that activity isn't connected to the decisions that actually drive growth. In this first episode of Capably Yours, Lisa Hinz breaks down why "more marketing" isn't the answer and what financially intelligent marketing really looks like in 2026.

In this episode:

• Why activity ≠ strategy

• The economics that actually drive advisor growth (CAC, LTV, cost to serve)

• What's working for advisors right now — and what's not

• The three decisions advisors can't fully outsource

• How to build a marketing system designed for the future of wealth

If you're realizing you've been carrying the strategy on your own for too long, visit cornherstone.com to book a 30‑minute strategy call with Lisa. No pressure, no pitch — just a focused conversation about what a true strategic marketing partnership could unlock for your firm.

For complete show notes, visit https://cornherstone.com/blog/f/ep-1-making-marketing-financially-intelligent

Welcome to Capably Yours. In this short preview, host Lisa M. Hinz introduces a podcast for financial leaders who are building for the future and want to hear fresh perspectives and new voices. This episode invites financial advisors to shape financial advice for the future of wealth. With trillions of dollars moving across generations, and women and next-gen investors stepping into greater financial power, this moment calls for thoughtful leadership. Capably Yours is a space for honest conversation, strategic insight, and the voices building financial firms that meet the moment. Season 1 launches soon.