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Herbers & Company Academy is designed to help financial advisor leaders and owners connect, build, and grow their advisory firms through practice management insights and expertise

Herbers & Company

by Angie Herbers, LLC

What is it about?

Herbers & Company Academy is designed to help financial advisor leaders and owners connect, build, and grow their advisory firms through practice management insights and expertise. Members of Herbers & Company Academy participate in virtual training events, ask questions, gain CFP Board continuing education (CE) credits, and download useful tools.

App Details

Version
8.95.1
Rating
(3)
Size
188Mb
Genre
Business Finance
Last updated
June 2, 2023
Release date
January 29, 2021
More info

App Screenshots

App Store Description

Herbers & Company Academy is designed to help financial advisor leaders and owners connect, build, and grow their advisory firms through practice management insights and expertise. Members of Herbers & Company Academy participate in virtual training events, ask questions, gain CFP Board continuing education (CE) credits, and download useful tools.

Herbers & Company Academy helps financial advisory firm leaders enhance their client experience and client communication skills to achieve their business goals.

*Grow firm revenue
*Expand profits
*Increase time and owner’s income
*Increase client referrals
*Expand new client revenue
*Decrease employee turnover

Herbers & Company Academy is exclusive to independent financial advisors and helps them gain valuable insights, tool, and training on the following topics:

*Leadership
*Growth
*Client Experience and Client Communication
*Operations
*Human Capital
*Management
*Sales
*Marketing

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Herbers & Company offers a $94.99 monthly subscription plan and a $999.99 annual subscription plan. When purchasing a subscription your iTunes account will only be charged at purchase confirmation or after the end of your free trial, if available. Subscriptions auto-renew unless cancelled 24 hrs prior to period end. You can manage your subscription or turn off auto-renewal in your iTunes Account settings after purchase.

Terms of Use: https://mn.co/terms-of-use

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