Academy
Master the skills.
We created Herbers & Company Academy to fast-track leadership, human capital, marketing, sales, and client communication skills of financial advisors across the globe.
Join our community!
Members of Academy participate in virtual training events, ask questions, and download useful tools to enhance their organic growth, leadership, human capital, marketing, and sales skills.
What will you find at Academy?
The following training programs with supporting tools and templates, built specifically for the financial advisors who want 24/7 access to training and tools to enhance their organic growth, are the most popular at Herbers & Company Academy.
Understanding Technology Innovation
Expand what’s possible with your client experience (CX) by learning how to innovate and build proprietary technology to increase your advisory firm valuation.
Exploring Mergers & Acquisitions (M&A)
Learn how to determine when an inorganic growth strategy is best for your firm, and the steps to go through when exploring growth through a merger or acquisition (M&A).
Mastering Innovation
Learn how to increase organic growth rates by focusing on innovation strategies that expand capacity and increase client referrals.
With a quick, mobile, and uniquely personalized experience, Herbers & Company Academy will fast-track your organic growth.