Growing your business beyond you requires two things: perspective and good people.
Transformative, holistic growth consulting to move your business in the direction you want it to go.
Leading and innovative talent solutions through culture development, organizational strategy, compensation strategy and succession planning.
Group training, pre-conference events and speaking engagements aimed at educating on a wide variety of practice management topics.
Solving the talent shortage by giving full ride scholarships to CFP registered program undergraduate students through my foundation.
My passion is making what seems impossible, possible for you.
I am Angie Herbers and my mission is helping financial advisors make their dreams come true. For the past seventeen years, I have researched, studied and consulted the independent advisory industry. I have worked with over 600 firms (I stopped counting at 600) and even more firm owners.
Here’s what I know for sure:
You can build any advisory firm you want to build.
Solo advisory firms are not dead; they are growing faster than any other firm structure.
The price of financial advice is not falling, it’s rising.
There is no firm greater or lesser, it doesn’t matter your revenue or your assets.
Bigger firms have the same problems as smaller firms, only bigger.
The talent shortage is serious.
More money (or revenue or assets or people or technology or marketing) doesn’t solve problems, it creates new problems to solve.