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Consultancy firm unveils app to help advice businesses grow

By Robbie Lawther, 22 Jun 21

It will equip companies with the skills necessary to ‘accelerate’ plans

US-based business management consultancy firm Herbers & Company has launched a mobile app to help financial advisers across the globe grow their business.

The Herbers & Company Academy mobile application is available on desktop, iOS app, and Google app.

Angie Herbers, founder and chief executive of Herbers & Company, said: “The application will equip rising financial services leaders in various countries with the skills necessary to accelerate their firms’ growth through business strategy, management, and innovation training and tools.

“Each Academy member can participate in discussions, share their thoughts, and build relationships internationally that have the proven power to transform their firms’ growth rates, profitability, and value.”

Details

The app, available through a subscription fee, will offer a range of training programmes, tools and insights on business planning, client experience, digital innovation, operations, employee management, technology, sales, and marketing.

Other benefits available to academy members include:

  • The option to attend live, biweekly training events, Q&A sessions, and past recordings;
  • 24/7 access to downloadable tools and templates;
  • Access to Herbers’ senior consulting team to ask questions directly; and,
  • Attendance at workshops to master leadership, sales, marketing, and growth trends.

Herbers added: “To stay ahead, independent advisers must systematise, capture, and implement groundbreaking innovative ideas in how to serve clients digitally, efficiently and profitably.

“The academy at Herbers & Company is an essential part of our mission to remain at the forefront of modernising client service and human capital programmes, which is a sizable portion of how independent advisory firms are winning in today’s marketplace.”

Tags: Fintech

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.