Get ready to embark on an enlightening and educational journey in our latest podcast episode as we sit down with Angie Herbers, the visionary founder and managing partner of Herbers and Company. 

With over two decades of experience in human capital consulting, growth consulting, and client experience modeling, Angie shares invaluable insights on achieving sustainable, long-term growth for financial advisory firms.

Angie takes us through the evolution of the financial services industry, emphasizing the concept of democratization and the critical importance of understanding consumer needs. In discussing what Herbers & Company is up to today, she delves into the findings of the firm’s most recently published study, which uncovers intriguing insights into the alignment (or misalignment) between consumer demand and advisory firm growth. 

Angie discusses: 

• Her experience in the CFP® program at Kansas State University 
  
• How she has built an authentic voice in financial services, and the key to separating her personal voice from her firm’s brand 
  
• The democratization of the financial services industry and what it means for the mass affluent
  
• Research conducted by Herbers and Company on consumer demand and advisory firm growth
  
• The importance of financial advisors understanding their target market on a deeper level
  
• How public relations plays a key role in Herbers & Company’s ability to effectively position itself with the public
  
• And more
  

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Connect with Angie:

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About our Guest: 

Angie Herbers is the founder and managing partner of Herbers & Company, a full-service consulting firm serving financial advisory firms across the globe. She brings over two decades of experience in human capital consulting, growth consulting and client experience modeling to help financial advisory firms achieve long-term, scalable growth. Angie is a veteran writer and researcher for the advisory industry with regular columns at ThinkAdvisor, Citywire RIA WealthManagement.com, and more. Her industry and consumer research have won many industry awards and have been featured in numerous trade publications across the world. Investment Advisor Magazine has named her one of the “Top 25 Most Influential People in the Advisory Industry” numerous times over the past 20 years, and in 2023, Angie was named Consultant of the Year by Wealth Solutions Report. Angie is a graduate of Kansas State University’s CFP® registered undergraduate program. Today, she lives in Texas with her family.