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