Financial Advisor Success
Financial Advisor Success
Michael Kitces
Ep 018: Taking Control Of Your Advisory Business So The Business Doesn't Control You with Angie Herbers
1 hour 32 minutes Posted May 2, 2017 at 11:00 am.
0:00
1:32:09
Download MP3
Show notes

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