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what's trending | researchWhat service propels advisory firm organic growth? Holistic Service Models.
Are financial advisory firms growing faster if they offer custom portfolios? Or are firms who’re offering tax planning the fastest growers? Or is it a combination of services, such as estate planning and early retirement planning? We now know the answers.
What’s Trending | ResearchDo you want to build a dynamic advisor team? Diamond Teams®.
For nearly a decade, Diamond Teams® has revolutionized how financial advisory firms build and train their advisory teams. Designed for growth-oriented firms, Diamond Teams® is the leading ensemble organizational structure.
what's trending | researchWant to improve employee performance? Culture.
P4 Cultures, research conducted by Herbers & Company more than a decade ago, still trends today!
The message of P4 is clear: Firms that prepare their employees to succeed, create flexible and supportive work environments, and supply the tools for employees to excel at their jobs, create great employees, who in turn, create great businesses.
what's trending | researchWhat’s the value of a financial advisor? Happiness.
√ The Herbers & Company’s 2021 Financial Behaviors Study reveals that people who’ve hired a financial advisor are 3x happier than those who don’t.
√ There are four predictors of happiness within financial consumers: fulfillment, intention, impactfulness, and gratefulness that contribute to cumulative happiness.
spring 2023 | researchWant prevents consumers from hiring advisors? Desire for Independence.
According to a survey by Herbers & Company Research, 34% of U.S. consumers with investable assets of $250,000 or more opt not to work with a financial planner. Here’s why.
2022 Leadership study | ResearchWhy do employees leave their jobs? Leadership.
According to the 2022 Herbers & Company Leadership Study, 34% of men and 30% of women left a full-time job to start a new job, citing they disliked leadership as the primary reason why.