This is Angie Herbers’ second appearance on the IA 25. Read her profile from the 2007 IA 25 here. Click here to view the complete list and Special Report schedule for extended profiles for each of the 2013 IA 25 honorees.
Angie Herbers has been working with financial advisors for over a decade and has been writing for Investment Advisor magazine for almost as long. As the founder of Angie Herbers Inc., and a graduate of Kansas State University’s CFP registered program, her firm has worked with practices of all stripes: startups, solo practices, breakaway brokers, ensemble firms and giants, with revenues all the way up to $15 million.
“They all deal with same fundamental problem: growing a scalable business with profitable clients while attracting the next generation to take over the firm,” Herbers told Investment Advisor by email.
The company is more than just a consulting firm, though. “To the industry, Angie Herbers Inc. (AHi) is known as a consulting company,” Herbers said. “What most people don’t know is that we have a research division in our company that has sat quietly behind the scenes for all these years.”
Until recently, that research was done solely for AHi clients, but Herbers said that over the next two years, custodians and broker-dealers will have access to “all our research, solutions and systems through simple tools we have developed to help advisory firms implement the solutions.”
She added, “In the next two years, the industry will see AHi transition into a practice management educational institution with 100% access to our 12 years of research in the advisory industry.”