Angie Herbers, the veteran consultant, writer and speaker, has launched a new company, FourPointe Consulting Partners, that will focus on consulting to independent advisors who want to grow their firms. Based in San Diego, FourPointe will include the staff consultants of the former Angie Herbers Consulting who had moved with her in 2014 to form a partnership with Kristen Luke of Wealth Management Marketing Inc. that was eventually named Kaleido Inc.
Herbers — a columnist for Investment Advisor and blogger for ThinkAdvisor.com, declined to comment on the Kaleido partnership.
At FourPointe, Herbers said in an interview Tuesday that “I have the same mission that I had since starting consulting 16 years ago; providing independent, objective advice to independent advisors.”
However, she said that advisors “are different than they were 16 years ago” and that her consulting work will continue to follow the trends in the advisory industry. “Two years ago, one big trend was marketing and growth; now, there are other trends in consulting advice.” To deal successfully with those trends, “advisors could benefit from an independent consultant,” she said, one that’s “not affiliated with any other institution.”