SAN DIEGO, April 19, 2016 /PRNewswire/ -- Angie Herbers, named one of the "Top 25 Most Influential People in the Advisory Industry" by Investment Advisor magazine in 2007, 2013 and 2015, announced today the launch of FourPointe Consulting Partners, which will guide independent financial advisors to long-term, scalable growth by creating and executing customized growth strategies in seven areas of practice management: leadership, client service, operations, sales, marketing, human capital and corporate finance.
Herbers and her consulting team have advised more than 600 financial advisory firms over her 16-year career. She is also a columnist with Investment Advisor magazine, a blogger for ThinkAdvisor and a frequent speaker at industry conferences.
"We launched FourPointe with the same mission I've held for the length of my consulting career: provide advice, innovation, tools and research to support and drive the growth of our clients, independent financial advisors, while maintaining our independence and objectivity," said Herbers. "Many financial advisory firms run into growth barriers ranging from the lack of a scalable service model to a need for human capital solutions and innovation."
Herbers previously had a partnership with Kaleido Inc. to create a combined offering of consulting strategies from Herbers and marketing/creative services from her former partner. Herbers' consulting team is joining FourPointe.
FourPointe is committed to providing counsel that is independent and objective because consulting advice should be offered in the same manner that legal advice is, said Herbers.
"An attorney is required to be objective and always provide advice that's in the client's best interest," Herbers explained. "At FourPointe, we believe consulting advice for financial advisors should be held to the same standard. We're serious about our commitment to acting as fiduciaries for financial advisors, just as they act as fiduciaries for their own clients."
About FourPointe
FourPointe Consulting Partners guides independent financial advisors to long-term, scalable growth by creating and executing customized growth strategies. FourPointe's founder, Angie Herbers, and her consulting team, have advised more than 600 financial advisory firms and businesses ranging in size from $350,000 in revenue to over $100 million in revenue over the last 16 years. Herbers is also a columnist with Investment Advisor magazine, a blogger for ThinkAdvisor and a frequent speaker at industry conferences. Investment Advisor named Herbers one of the "Top 25 Most Influential People in the Advisory Industry" in 2007, 2013 and 2015. For more information please contact [email protected] or call 619-880-6851
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SOURCE FourPointe
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