Herbers & Company

Herbers & Company Academy is designed to help financial advisor leaders and owners connect, build, and grow their advisory firms through practice management insights and expertise. Members of Herbers & Company Academy participate in virtual training events, ask questions, gain CFP Board continuing education (CE) credits, and download useful tools.

Herbers & Company Academy helps financial advisory firm leaders enhance their client experience and client communication skills to achieve their business goals.

*Grow firm revenue
*Expand profits
*Increase time and owner’s income
*Increase client referrals
*Expand new client revenue
*Decrease employee turnover

Herbers & Company Academy is exclusive to independent financial advisors and helps them gain valuable insights, tool, and training on the following topics:

*Leadership
*Growth
*Client Experience and Client Communication
*Operations
*Human Capital
*Management
*Sales
*Marketing