In addition to our project-based consultations, we also offer long-term management and consulting services exclusive to financial advisory firms.

View the "Automatic Management Ongoing Consulting Program" PDF

Financial advisors spend the vast majority of their time working directly with clients to develop financial plans and implement sound investment strategies. However, success as a financial advisor hinges on the cultivation of trust and respect between you and your clients because, when you get down to it, turning a successful financial advisory business into a thriving enterprise is all about relationship building.

For more than a decade, Angie Herbers, Inc. has steadfastly committed itself to helping financial advisory firms focus on four core facets of their industry — human capital, client value, operational efficiency, and fiscal responsibility — to develop and implement strategic growth plans within the larger context of building long-term relationships with their clients founded on trust. Our ongoing consultation programs provide the tools to build on top of a foundation of short-term successes while simultaneously aiming to foster long-term growth and viability.

Our ongoing consulting programs accomplish this by working with you to identify the specific short-term goals that best benefit your long-term plan. We then assemble a systematic process to execute your unique business strategy and achieve these goals, thus bringing you closer to your long-term vision. More importantly, when unexpected issues arise, we’ll be there to assist and modify your plan accordingly, as well as develop solutions that keep your business pointed in the right direction — toward the future.