AcademyMaster 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.
Building Effective Compensation Structures
Learn how to fairly pay your talent through compensation strategies that focus on creating happy employees while expanding growth and profits.
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.
Mastering Interpersonal Dynamics
Learn deeper client communication through mastering the interpersonal communication skills necessary for deeper connections with clients.
Building Effective Organizational Strategies
Learn how to expand the capacity of your financial advisory firm through team-based organizational strategies, including how to implement Diamond Teams®.
Building Strategic Marketing Plans
Learn how to build an effective marketing team and strategy within your advisory firm that consistently produces lead flow and revenue.
One-Meeting Close
Learn how to decrease your client onboarding cycle-time and increase the number of new clients your advisory firm can serve each month.
Resolving Conflict
Master effective conflict resolution to build a more productive and effective culture.
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.
Building Effective Hybrid Cultures
Learn how attract and retain key talent and maintain the productivity of your current talent through effective hybrid culture design.
Mastering Fixed Fee Models
Learn how to master fixed-fee retainer models without cannibalizing your AUM business.
Rainmaking vs. Rainmarketing
Learn how to increase lead flow and client referrals through building effective client communication strategies and value-based marketing programs.
With a quick, mobile, and uniquely personalized experience, Herbers & Company Academy will fast-track your organic growth.