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 angie@angieherbers.com.

• To Build Shared Purpose in Your Firm, First Share Your Vision

  By Angie Herbers  |  May 24, 2013

  Writing down ans sharing clear goals powerfully communicate to all your employees what your firm is trying to do. Oh, and you can change it as you go along

• Diamond Teams: A Solution to Finding the Best Talent

  By Angie Herbers  |  May 17, 2013

  If you want to be the best employer in your area—a critical need in this era of talent shortages in the advisory business—here’s a team solution that’s proven successful.

• Want a More Profitable Firm? Let Employees Work From Home

  By Angie Herbers  |  May 15, 2013

  Our research shows that firms that offer more flexibility to employees are more productive and profitable and the employees are happier, as are clients.

• Warning: Micromanagement Doesn’t Build Successful Firms

  By Angie Herbers  |  May 8, 2013

  You hired them, you trained them and you coach them. Let employees do their job.

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  Don’t Worry, Be Happy: Your Business Will Thank You

  By Angie Herbers  |  April 29, 2013

  What Shawn Achor and other researchers have found is that happy people are more energetic, productive and healthier. BTW, we also have far greater control over our own happiness than most people think.

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  When to Call a (Non) Professional

  By Angie Herbers  |  April 1, 2013

  To maximize efficiency, create a fully functional back-office support group or, as we call it, “centralized client service and operations.”

• A Growing Firm’s Challenge: Limiting HR’s Reach

  By Angie Herbers  |  March 22, 2013

  As advisory firms grow and hire HR professionals, make sure, firm owner, that you don’t try to delegate the most important duties you owe to your employees.

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  When Bad Things Happen: Dealing With Tragedy in Your Firm

  By Angie Herbers  |  March 7, 2013

  When serious illness or death comes to a colleague or employee in a firm, the owner has a key role to play in allowing employees to grieve and adjust in their own ways before finding a “new normal.”

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  Advisory Firm Owner: Do You Really Want to Be Big Brother?

  By Angie Herbers  |  February 26, 2013

  So there are multiple digital tools out there for monitoring every minute of your employees' time in the office, including the websites and apps they're using. I tried it, and here's what I learned.

• Diamonds in the Rough: Reorganizing the Org Chart

  By Angie Herbers  |  February 25, 2013

  I got an email the other day from an owner-advisor looking for help training an associate advisor to work directly with clients.