Jarrod Upton

4 Ways to Engage Millennial Employees.

4 Ways to Engage Millennial Employees.

Millennials are about to become the largest generation in the United States. If your advisory firm doesn’t already employ someone in this age group, it’s a good bet that you soon will.

Client Experience is Useless without Operational Experience. Here's how to build OX.

The devil really is in the details. Have you created a client experience that is not operating effectively? The problem is your operational experience. Before you go creating a new process or system for your clients, look under the surface of your business and build your operational experience. Here’s some tips on how.

Want to know how to build a technology strategy? Clean up the tech you already use.

Technology is a hot trend in the financial services space. But do you need to spend your business resources on the hottest new thing? Likely you don’t. It’s often better to look at your existing technology and integrate it before you invest in more. To help you clean up your tech, use these seven questions to determine what stays and what goes.

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.