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.

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  Stress Fracture: How to Save Your Relationship With Your Client

  By Angie Herbers  |  October 23, 2012

  In your waiting room a client watches the TV tuned to CNBC, which shouts out good news—the Dow is up 300 points. Oddly, her stress level skyrockets. Why?

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  Young Guns: How to Keep Valuable New Employees for the Long Term

  By Angie Herbers  |  October 23, 2012

  A recent story in the July/August issue of the Harvard Business Review received national attention.

• Advice for the NexGen Advisor: Be Yourself

  By Angie Herbers  |  October 8, 2012

  My own experience leads to this heartfelt advice: find the courage to be original, regardless of your age or experience, but protect your brand.

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  The Cost of Management: Making More From Less

  By Angie Herbers  |  September 25, 2012

  In advisory businesses, traditional hands-on management often creates more problems than it solves.

• Do CFPs Really Make More Money Than Non-CFPs?

  By Angie Herbers  |  September 10, 2012

  A look at compensation suggests that CFPs consistently are paid about $5,000 more than non-CFPs, even before they're making a noticeable difference to a firm's bottom line.

• Thinking About Starting a Client Advisory Council? Don’t.

  By Angie Herbers  |  September 3, 2012

  In my experience, client advisory councils are way more trouble than they’re worth, though if you must create one, fill it with business-owning clients.

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  Stressed for Success, Pt. 2: Helping Employees to Perform at Their Peak

  By Angie Herbers  |  August 21, 2012

  Last month, I wrote about the relation between workplace stress and job performance. This month, how firm owners can use the Yerkes-Dodson stress curve to help keep their employees near peak performance.

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  Advisors: How Time Windows Will Change Your Life

  By Angie Herbers  |  August 7, 2012

  The discipline of following "time windows" has worked so well in my business that I highly recommend them to all my clients, especially those suffering from the traditional challenge faced by advisors of having way too much to do and too little time to do it.

• Nuts & Heroes: What Every Advisory Firm Owner Should Tell New Hires

  By Angie Herbers  |  July 31, 2012

  Want to create a team mentality, get greatness from your newly hired employees and keep your blood pressure in check? Just tell them these two things when they start working at your growing advisory firm.

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  Stress for Success, Pt. 1: How to Handle the Stress of Running a Small Business

  By Angie Herbers  |  July 24, 2012

  The real value I bring to my owner/advisor clients is helping each of them to deal effectively with the challenges of managing and growing a service business. The most critical of those challenges is dealing with stress.