Angie Herbers
ThinkAdvisor
San Diego, CA, United States
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Past articles by Angie:
Got a Hiring Crunch? Maybe Your Firm's the Problem
If you take a hard, honest look, you might find several reasons job candidates steer clear of joining your firm. → Read More
4 Ways to Boost Your Firm’s Client Referrals
Adding services like tax planning can increase client satisfaction and turn clients into vocal advocates for your firm. → Read More
3 Steps to Speed Up Your Client Response Time
Clients used to expect a response within 24 hours, but that window has shortened dramatically. → Read More
3 Steps to Transitioning Clients to Other Advisors
With advisors in short supply, firms must serve more clients with the human resources they have. Here's how. → Read More
5 Emergent Trends on Successful Financial Advisory Firm Leaders' Radar
These tough employee-management issues are worth addressing today to keep your business ahead of the pack tomorrow. → Read More
Explosion of Firm Models Poses a Human Capital Challenge
Since the hiring process has more dimensions than ever, a candidate’s goals should match your firm’s type. → Read More
How to Expand Capacity Without Adding Employees
Many advisors guide their employees the same way they guide their clients. This mistake costs everyone valuable time. → Read More
How to Win Over the Huge Advisor-Averse Market
With reluctant prospects, you have to change your traditional script and be willing to share responsibilities with them. → Read More
4 Steps to Building Effective Training Programs for Associate Advisors
Treating new employees like the professionals they are also increases loyalty to the firm. → Read More
High Workforce Stress Is Changing the Rules of Employee Management
There's a new dynamic that uses compassion and flexibility to work with staff to bolster morale and performance. → Read More
3 Steps to Boost Organic Growth
Most of our clients ask about how to grow without adding marketing, hiring rainmakers or looking at M&A possibilities. → Read More
4 Warning Signs Investors Aren't Happy With Advisors
We noticed shifting investor behavior and did a study to find out why. Here's how advisors can adapt. → Read More
The Power of Adding Compassion to Your Leadership
It might sound “new-agey” but having empathy helps you build a happier and more productive advisory team. → Read More
2 Hiring Secrets of the Most Successful Firms
The most successful firms think about their hiring differently than the average business. → Read More
To Retain Talent, Advisory Firms Must Grasp These 4 New Realities
As offices reopen firms that don't adjust to how the pandemic has changed work face risk of turnover. → Read More
Where Should You Invest First? Start With Your Clients
Investing in technology is essential to all advisory practices and should focus on improving the client experience. → Read More
When Your Team Is Overwhelmed, Hit Reset
Here's how to keep your firm moving while the world seems to be pushing against you. → Read More
How to Maximize Advisor Productivity While Avoiding Burnout
How much can your team take on in a week without compromising the client experience? Here's how to figure that out. → Read More
Why It Pays to Take a Closer Look at Technology
With a well-thought-out strategy tech can serve as a force multiplier when it comes to raising a firm’s valuation. → Read More
Leaders Need to Gain Trust — Here's How
Two decades in this business have taught me that the best leaders follow these key best practices to thrive. → Read More