Marketing For Financial Advisors

Angie Herbers CEO of Herbers & Company on the 8 Areas of Advisory Firm Growth & Diamond Teams


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Don Anders sits down with Angie Herbers, CEO of Herbers & Company to discuss the 8 Areas of Advisory Firm Growth:

  • Sales
  • Marketing
  • Leadership
  • Growth 
  • Management
  • Human Capital
  • Client Experience
  • Operations

Don and Angie also discuss the growing pains that can happen in the different stages of growing a financial firm from start-up to billions of AUM. They also discuss a Herbers & Company innovation: Diamond Teams.

For more information on Herbers & Company you can visit them here: https://www.angieherbers.com/

Link to our YouTube Page: https://www.youtube.com/channel/UCxAHYa8YiLyfrlgULY98eCA?sub_confirmation=1
Link to the MFA Podcast Website: https://mfapodcast.com/
Link to Advisor's Platform Website: https://www.advisorsplatform.com/

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Marketing For Financial AdvisorsBy Don Anders