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.

• Best Way to Recruit Young Advisors: Teach a Class

  By Angie Herbers  |  January 24, 2013

  By helping in a local college’s financial planning program, you’ll understand the younger generation better, become a better employer and maybe find new employees

• 

  Growing Your Own Successor

  By Angie Herbers  |  January 21, 2013

  Owner/advisors need to accept an essential element of their jobs: teaching young advisors to be great advisors, then teaching them to be great owners.

• Dear Young Financial Planner: Yes, You Can Succeed, if You...

  By Angie Herbers  |  January 17, 2013

  ...do the things you need to shine, even if they seem unfair, and don’t spend your time and energy on what you don’t control.

• Steps to Take to Increase Bonus and Pay

  By Angie Herbers  |  December 23, 2012

  How you respond to your year-end bonus can determine your future with your firm.

• Hope and Change for the Independent Advisory Business

  By Angie Herbers  |  December 21, 2012

  There are a few macro trends that have the potential for reshaping the advisory world.

• (Not) Measuring Up: Advisor Benchmarking Studies Are Useless

  By Angie Herbers  |  December 10, 2012

  I find these “studies” to be useless, and often dangerous, if taken seriously. For one thing, how accurate is the data, especially on owners’ income?

• Want Great Employees? Assess and Clarify Expectations in 9 Areas

  By Angie Herbers  |  November 20, 2012

  Your employees’ success depends on those employees knowing what’s expected of them; here's how to evaluate them in nine key areas. On Thanksgiving, a poem to remind you of what's important.

• 

  Home Grown: Talent Tips From K-State’s Football Coach

  By Angie Herbers  |  November 20, 2012

  In my work, I have found that most advisory firms have a lot to learn from Kansas State football coach Bill Snyder about recruiting employees and preparing them to succeed.

• Advisor Marketing and Social Media: No Job for Amateurs

  By Angie Herbers  |  November 8, 2012

  Want to build and protect your brand? Get professional help. Here’s one firm you should check out if you’re serious about using tech tools to market yourself.

• Advice for Owner-Advisors: Accept Your Shortcomings to Build a More Successful Firm

  By Angie Herbers  |  October 24, 2012

  For many firm owners, the “Aha!” moment comes when they accept the fact that nobody is good at everything, and that a firm’s success comes from maximizing everyone’s talents while minimizing the ill effects of their shortcomings.