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May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Angie Herbers
Founder & Managing Partner at Herbers & Company


Angie Herbers is founder and managing partner of Herbers & Company, a full-service consulting firm serving financial advisory firms across the globe. She brings over two decades of experience in human capital consulting, growth consulting, and client experience modeling to help financial advisory firms achieve long-term, scalable growth.

Herbers is a veteran writer and researcher for the advisory industry. Her industry and consumer research have won many industry awards and has been featured in numerous trade publications across the world. Investment Advisor magazine has named Herbers one of the “Top 25 Most Influential People in the Advisory Industry” numerous times over the past twenty years, and in 2023 Herbers was Named “Consultant of the Year” by Wealth Solutions Report.

Angie is a graduate of Kansas State University in family studies and human services, personal financial planning, and business minor. Angie and her family live in Texas.

Agenda Sessions

  • New Skool Podcast Live

  • Winning the Battle for Talent in the RIA Industry: Keys to Successfully Recruiting and Retaining Top Talent