Angie Herbers

About the Author

Angie Herbers

Angie Herbers is a virtual business manager and consultant for independent financial planning firms. She can be reached at angieherbers@cox.net

• No ‘I’ in Team? To Succeed, Use Skills of Your Current Employees

  By Angie Herbers  |  February 22, 2012

  Harnessing the skills and preferences of your advisory firm's current employees is more important than how they, or your prospective new hires, look on paper. You've already built a team, now make sure they perform at their highest level.

• Why a Lack of Confidence Is Not a Career Death Knell

  By Angie Herbers  |  February 5, 2012

  The first step in overcoming a lack of confidence in your ability is to take a look at your co-workers. And remember, nothing builds confidence like the realization that your contribution makes a difference.

• 

  Survey for Success

  By Angie Herbers  |  February 1, 2012

  My work with independent advisory firms over the past 10 years or so has led me to conclude that there are three steps to maximizing employee contributions to their firms through increasing their happiness.

• A 3-Step Program for Recovering Over-Serving Advisors

  By Angie Herbers  |  January 23, 2012

  Are you working too hard for your clients? How you can can begin to gain some balance.

• Bigger Isn’t Always Better: Larger Firm, Larger HR Problems

  By Angie Herbers  |  January 5, 2012

  Larger advisory firms often assume they’ll fix problem employees just by hiring new ones. See anything wrong with that?

• Six Mistakes Most Managers Make

  By Angie Herbers  |  December 28, 2011

  A big part of my motivation to create the P4 principles that were covered in the November 2011 issue of Investment Advisor (“Let Go to Grow”) was watching my owner/advisor clients make the same employee mistakes over and over, never questioning their methods and greatly diminishing the success of their...

• 

  Angie Herbers’ 2012 New Year Resolutions: 4 Steps to Great Employees

  By Angie Herbers  |  December 21, 2011

  These steps will not only allow you to create great employees, you’ll wind up with a more successful firm in the process

• Revenue Bonuses: Creating an Owner’s Mentality

  By Angie Herbers  |  December 7, 2011

  Revenue-based bonuses get existing employees to buy into firm growth, to everyone—including the owner's—benefit.

• 

  Owner’s Guilt: Manage It, Before It Manages You

  By Angie Herbers  |  November 28, 2011

  My October column, “Stumbling on Happiness,” generated a lot of chatter on Twitter and in emails, leading me to believe that the problem of owner’s guilt is a lot more prevalent than I thought.

• 5 Keys to Keeping Your Advisory Firm Employees Happy

  By Angie Herbers  |  November 22, 2011

  Happy employees are great employees. Here’s how to keep your advisory firm employees smiling, with a nod to Zappos’ Tony Hsieh.