Angie Herbers addresses how you can retain and motivate advisors, illustrating that compensation is only one piece of the puzzle.

Presented by Angie Herbers, founder and managing partner of Herbers & Company, this webinar recording gives listeners key insights about our 2023 Herbers & Company Service Market Growth Study.

A critical viewpoint to help you decide what’s right for your business.

High-growth firms systematically move clients from high-touch to a stable baseline of service, freeing bandwidth for an advisor to be available at a moment’s notice.

It takes more than money to improve the advisor experience.

Effective training programs are built around personal and professional development, exceptional service and managing expectations.

The 2023 Herbers & Company Service Market Growth Study revealed Top Organic Growers close 73% of prospects, that number is just 33% in average firms. Here’s why the sales process is becoming the most critical driver of new client growth.

The 2023 Herbers & Company Service Market Growth Study revealed annual growth in total new clients among all firms averaged 14% in 2022. But the top organic-growing firms tended to offer a more comprehensive service model that included retirement planning, tax planning and investment management services. This led to total new-client growth of 39%. Here’s why holistic financial advice is winning the most new clients.

The 2023 Herbers & Company Service Market Growth Study revealed top organic-growing firms diverged from others in self-evaluating their client experience. Sixty-three percent described their client experience as below average, while only 36% of all other firms assessed their client experience as below average. Here’s why how you perceive your firm’s client experience matters to growth.