Two new educational programs for financial advisors were announced Tuesday with a focus on business growth and a compliance designation.
Angie Herbers, head of FourPointe Consulting, has launched Beyond U, an online educational platform for seminars focused on strategies to stimulate business growth. The platform will feature live online seminars, videos, tools and templates that address industry issues like leadership, corporate finance, operations, client services, human capital, management, sales and marketing.
Participating advisors also can join networking study groups, which will be led by a Beyond U trainer, who will facilitate discussions about industry best practices and training topics. As part of this launch, Alex Garcia, a recent graduate of Texas Tech University’s CFP program, has been appointed as chief strategist of Beyond U.
“In the last 16 years, I have seen an influx of young advisors taking over firms with little to no growth training,” said Beyond U founder and CEO Angie Herbers, a regular contributor to ThinkAdvisor, in a statement.
“There is a real need for industry training on how to take new or established businesses and continue to grow them in the modern marketplace,” Herbers explained. “With Beyond U, our mission is to address this demand by preserving and spreading knowledge and hands-on learning across the industry so that advisors can serve their clients and create a business that lasts in perpetuity.”