Angie Herbers

Angie Herbers LLC

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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 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 Us: 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:

Archived Webinars Offered


Date RecordedNovember 2, 2017  CostFREE  Course Length1.0 hour  Subject AreaPractice Management (Management Advisory Services)  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other