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Angie Herbers

Angie Herbers LLC
Founder
angie@angieherbers.com

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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 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: www.angieherbers.com

Archived Webinars Offered

4+4 - THE FORMULA FOR TRANSFORMATIONAL GROWTH

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