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COMMON ISSUES AT ADVISORY FIRM GROWTH BARRIERS
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4x4formula angieherbers

4+4 - THE FORMULA FOR TRANSFORMATIONAL GROWTH

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 2, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

The fastest growing firms in the advisory space have figured out a formula for transformational growth. How are the best leaders of those advisory firms growing 31% faster than every other advisory firm? Through 16 years of experience and research consulting over 600 advisory firms of all sizes, Angie Herbers shares this simple, fundamental method to transformational growth.


  • Learn how to break through the growth barriers of growing an advisory firm

  • Learn the fundamental business management areas that make running and building an advisory firm unique

  • Learn how where traditional business management does not apply to building an advisory firm

  • Learn how to create a system to effortlessly grow the size of advisory firm you want

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Angie Herbers brings over 16 years of experience guiding independent financial advisors to long-term, scalable growth by creating and executing holistic growth strategies to manage the eight areas of practice management: leadership, corporate finance, client service, operations, management, human capital, sales and marketing. Herbers has consulted for more than 600 financial advisory firms and businesses ranging in size from $350,000 to over $100 million in revenue. Herbers is also a columnist with Investment Advisor magazine, a blogger for ThinkAdvisor.com and a frequent speaker at industry conferences. Investment Advisor named Herbers one of the “Top 25 Most Influential People in the Advisory Industry” in 2007, 2013 and 2015.

About Our Presenter

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Angie Herbers LLC is an independent and objective consulting firm helping financial advisory firm owners build long-term scalable businesses. To learn more you can visit: www.angieherbers.com