Angie Herbers unpacks the pros and cons of the most effective organizational strategies for financial advisory firms, including Diamond Teams®.

Angie Herbers talks about employee flexibility, while remote work has been a significant trend, the concept of workplace flexibility is broader and more nuanced.

A simple, more incremental approach to customizing financial advisor career paths.

Angie Herbers advise: Before you update compensation or launch new strategies, make sure you’re solving the right problem.

Our recent Employee Pulse Survey reveals that workplace flexibility remains supreme in talent retention.

This is our most popular archival white paper, penned a decade ago, that continues to resonate with timeless employees management insights.

Angie Herbers encourages leaders to delve deeper into their beliefs and remain open to considering alternative viewpoints.

Angie Herbers, Founder of Herbers & Company featured in Wealth Solutions Report

Our recent leadership study reveals that the top three qualities employees need in their leaders are empathy, efficiency, and knowledge.

Are financial advisory firms giving consumers the financial services they truly want, and if so, how does it impact advisory firm growth?

The Herbers & Company Financial Behaviors Study reveals that people who’ve hired a financial advisor are 3x happier than those who don’t.

Here’s what 20+ years of financial advisor compensation data & benchmarking have taught us about advisor retention.

For financial advisory firms, understanding these motivations is key to developing effective client experiences.

Herbers & Company’s Consumer Financial Behaviors happiness study was featured in conjunction with Kiplinger Today and Smart Asset.

Veteran management consultant Angie Herbers on reaching new levels of success, a interview with Financial Planning magazine

Holistiplan invites Angie Herbers, Founder of Herbers & Company to talk about the the findings of the Herbers & Company’s Service Market Growth Study