We are excited to announce Brandon Moss has joined the Herbers & Co. team as Senior Consultant and Chief Marketing in our Dallas office. Big welcome to Brandon!
Herbers & Company announces that Beyond U Inc., an affiliate company offering education and online practice management and growth training to financial advisory firms will be renamed Herbers Academy.
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.
Getting to $1 Billion in assets can be a challenging process, but it doesn't have to be hard if you are open to learning and thinking differently about your advisory business.