Leadership

Herbers Named "Top 25 Influential" for the Fifth Time

Herbers & Co. founder Angie Herbers wins “Top 25 Most Influential” in the advisory industry for the fifth time. There are many great people, doing great things for the advisory industry included on the list. We congratulate all winners!

Jarrod Upton Joins Herbers & Co. as Chief Operations

Herbers & Co. announces Jarrod Upton as Chief Operations and Senior Consultant in newly opened Dallas office. In this personal article, he tells the story of how he got into the financial advisory business after watching his Grandfather lose his net worth, and he shares the importance of building an exceptional client experience to grow your firm forward.

Rate of Change = Growth Rate. Want to grow? Change.

Ask yourself if you really want to grow your business. The rate at which you change equals the rate at which you grow. If you are not evolving and changing each day, growing your advisory firm becomes harder than it needs to be. Embrace the change within your firm and reinvent yourself every chance you get. Here’s how.

Time Saving Tips to Running a Better Advisory Firm

Forget what you hear about fancy systems that claim to gain you more time. The best time you can spend is committing to your decisions, communicating better with others and surrounding yourself with people who can help you. There is no need to build your business alone.

The Value of Independent Consulting Advice

In the advisory business, conflicts can arise from financial institutions getting into consulting. It’s worth asking questions about these relationships and how these consultants are compensated.