Leadership: Growth Starts At The Top

 

Financial Advisor magazine interviews Angie Herbers, founder and managing partner of Herbers & Company, about what’s changing in wealth management. Herbers underscores that growth isn’t about pushing harder at the bottom of an organization but about strengthening leadership at the top. Leadership choices, cultural alignment, and managing capacity ultimately determine whether firms can grow over the long-term.

Sustainable firm growth begins with leadership, culture, and organizational infrastructure, not simply with adding more clients. Growing a financial advisory or professional services business requires robust systems, processes, and people so that service quality holds steady as the firm expands. Strong leaders can invest in leadership development training to set the tone by modeling the right behaviors, aligning incentives, investing in talent, and maintaining clear communication. Without these foundations, firms risk losing talent and client service erosion.

Read the full article in Financial Advisor for a closer look at how leaders can enhance their businesses for future growth.

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Overcoming the Capacity Crisis

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Client Journey to Drive RIA Growth