Serving Financial Advisors & Professional Service Firms
Management & Growth Consulting to navigate your business.
Our Solutions & Capabilities
Human Capital
Create high-performing teams through organizational strategies, compensation, and training programs.
Compensation & Equity
Attract and retain top talent by aligning employee rewards with results-based performance.
Partnership & Succession
Programs for high-performing employees to attain ownership and advance into leadership positions.
Leadership & Growth
Drive growth by aligning your leadership and business planning, with effective capital allocation to expand revenue and profit.
Client Experience & Operations
Enhance client journeys, expand service offerings, and build operational infrastructure.
Sales & Marketing
Attract and convert more qualified prospects—build marketing strategies that work.
Mergers & Acquisitions
Expand through M&A—or—proactively prepare for full or partial liquidity.
Talent Placement
Hire client service specialists, financial advisors, and tax experts—or—find a job by joining our talent pool.
Since 2003, Serving All Size Firms, from Startups to Market Dominators, and in between.
Registered Investment Advisors (RIAs)
Wealth Management & Family Offices
Hybrid Advisory Firms
Accounting Firms
Wealth Divisions within Insurance Agencies
Wealth Divisions at Banks
International Firms
In The News & Insights
Unlocking the Growth Power of Financial Advisory Teams.
Explore the top four organizational strategies used in financial advisory firms. Learn the pros and cons of each and how to determine which organizational strategy is best to build in your firm.
Explore how organizational strategy can empower your advisory firm growth →
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 know the answers.
Fast-Track Your Firm’s Growth by Joining Herbers & Company Academy
Our Practice Management Academy is designed to equip you with cutting-edge tools, expert training programs, and actionable strategies to expand your financial advisory firm growth.
Leadership & Culture
Workplace Flexibility Reigns Supreme in Talent Retention.
Client Experience & Growth
Clients Expect Their Financial Advisor to Respond in Less Than 30 minutes.
Culture & Compensation
Compensation Data: How to Optimize Financial Advisor Pay for Retention
Organizational Strategy
Get Started with Diamond Teams®
Awards & Recognition
Angie Herbers named Consulting Executive Women of the Year in 2023.
Five-time award winner (2007-2019) of the Top 25 Most Influential in financial advisory.
Herbers honored with the 2023 Legacy Leadership Award.
