In the News > Insights & Research
Organic Growth Guidebook: Overcome and Solve Predictable Growth Barriers
Every firm encounters growth barriers that can stall organic growth, whether due to talent constraints, leadership misalignment, failed marketing programs, or operational inefficiencies. By recognizing and learning these predictable challenges and addressing them—firms can break through.
Explore our guide to financial advisor & RIA organic growth →
Leadership & Growth
2025 Guide to Creating Financial Advisor Business Plans: The Power of A Strategic Heatmap
This article provides a guide for financial advisors to create a business plan using a strategic heatmap, helping you visualize key growth areas, prioritize initiatives, and help you make informed decisions.
Human Capital & Talent Management
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 →
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Employee Management
Gaining a Recruitment Advantage by Focusing on Effective Financial Advisor Training Programs
To build an impactful training program, focus on four key elements: personal development, exceptional service, professional development, and managing expectations.
Leadership & Culture
Workplace Flexibility Reigns Supreme in Talent Retention. Here’s How Financial Advisory Firms Can Navigate.
By Angie HerbersLeadership & Growth
Growing Your Firm Isn’t Just About More Clients—It’s About Smarter Growth
Client Experience
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.
People & Pay
Getting Started with Career Track Development
Developing a Six-Week Onboarding Training Program: Prepare and Impress Hires
Client Experience
Rapid Expansion of Digital Client Experience
In February 2024, Herbers & Company conducted a survey of 1,112 financial consumers to gauge their expectations for advisor responsiveness. The results revealed that over 62% of respondents, across all income and wealth categories, now expect their financial advisor to respond within 30 minutes.
Diamond Teams®
Created by Herbers & Company in 2013, Diamond Teams® has revolutionized how financial advisory firms build and train their talent. Designed for growth-oriented firms, Diamond Teams® is the leading ensemble organizational structure.
Employee Management
In June 2024, Herbers & Company conducted a comprehensive Employee Pulse Survey, shedding light on the key reasons employees choose to leave their jobs.
Client Experience
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.
Building P4 Cultures: The Keys to Building Great Businesses By Creating Great Employees
This is our most popular archival white paper, penned by Angie Herbers decades ago, that continues to resonate with timeless insights. It explains how advisory firms that set their employees up for success—by linking compensation to the firm’s overall performance, fostering a flexible and supportive work environment, and equipping teams with the essential tools to excel—consistently build great employees and, in turn, great businesses.
Client Experience
Why people don’t hire financial advisors.
Compensation & Pay
Optimizing Financial Advisor Compensation for Retention
Leveraging 20 years of compensation data, this approach aligns pay structures with firm vision. Strengthen advisor retention through a focus on client connections and strategic compensation programs.
Leadership
Coaching vs. Consulting: A Guide to Choosing the Right Path for Your Business
By Angie Herbers
Leadership
The financial services industry has experienced considerable changes in recent years, leading to a shift in what employees value in their leaders. The Herbers & Company 2022 Leadership Study offers crucial insights into the leadership qualities that financial service employees seek—and those they tend to avoid.
