85 min listen
Ep 018: Taking Control Of Your Advisory Business So The Business Doesn’t Control You with Angie Herbers
Ep 018: Taking Control Of Your Advisory Business So The Business Doesn’t Control You with Angie Herbers
ratings:
Length:
92 minutes
Released:
May 2, 2017
Format:
Podcast episode
Description
Angie Herbers consults with financial advisors to help them break through growth barriers and bring their firms into alignment with their core values. Although she gets about 4-5 prospects a week, Angie only works with about 10% of the advisors that want to work with her. In this interview, Angie talks about the critical importance of setting boundaries with your business and your clients. Angie explains why your business by nature is a selfish entity, and how to protect your time and energy to ensure you don’t lose yourself to the business. Get the full show notes and transcript for this episode at: https://www.kitces.com/18
Released:
May 2, 2017
Format:
Podcast episode
Titles in the series (100)
Ep 008: Maximizing The Valuation Of A Financial Advisor’s Book, Practice, Or Business, with David Grau: David Grau Sr. is an author, former securities attorney, and a founder and president of FP Transitions. Since 1998, FP Transitions has had the goal of matching sellers and buyers of financial practices - specifically, financial advisors hoping to sell the by Financial Advisor Success