29. Angie Herbers on Organic Growth for Financial Planners in a post-COVID World

On the Circuit
09/08/2023 22 min

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Episode Synopsis

In this episode of the On the Circuit podcast, Johnny Sandquist sits down with Angie Herbers, Founder of Herbers & Company, to discuss the challenges faced by advisory firms in achieving sustainable organic growth. She also categorizes industry experts into three groups: specialists (who focus on a specific area like marketing or management training), coaches (who work on influencing executive team behavior) and consultants like Herbers & Company (who look at the business as a wh...

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