Quarterly Education Meeting

March 07, 2018
12:30 PM - 6:30 PM
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SDSU Parma Payne Goodall Alumni Center
5500 Campanile Drive
San Diego, CA 92182
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The theme of our meeting is about growing your business along with succession planning and we have a great presentation to provide real solutions to these challenges we all face in our business.

Angie Herbers, bio below, is our keynote speaker who will lead a two-hour discussion on the Diamond Team Structure, a model she uses with advisors she consults. According to her article in ThinkAdvisor, Angie has seen success for her clients in the following ways: 

  • An automatic career path for advisors from entry to partnership
  • Increased productivity
  • A built-in succession plan
  • Reduced recruiting costs (entry level advisors are much cheaper than experienced advisors)
  • A timetable for when to hire new associate advisors

 

We will also be hosting another case study, a huge hit in our past events as it gives you the opportunity to test your own knowledge and learn from your peers. Come see how other advisors approach real-life situations your clients face!

After the meeting, join us for our social hour where we will have drinks and appetizers provided while you enjoy the company of fellow professionals. 

 

Angie Herbers

Angie Herbers is founder and CEO of Angie Herbers LLC, FourPointe Consulting and Beyond U Inc. She brings over 16 years of experience guiding financial advisors to long-term, scalable growth by creating and executing holistic growth strategies to manage the eight areas of practice management: leadership, corporate finance, client service, operations, management, human capital, sales and marketing. Herbers has consulted for more than 600 financial advisory firms and businesses ranging in size from $350,000 to over $100 million in revenue. Herbers is a columnist with Investment Advisor magazine, a blogger for ThinkAdvisor.com 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. In 2017, Herbers created i love U too fund to give CFP® registered university program students scholarships. 

To learn more, you can visit:

www.AngieHerbers.com

 

www.FourPointeConsulting.com

 

www.BeyondUinc.com

 

www.iloveutoofund.com

Our mission at i love U too is to help solve the talent shortage in the advisory industry. We donate a potion of the revenues generated through FourPointe Consulting and Beyond U Inc. to fund CFP® registered program students across the Nation.

Tickets

$60.00 Member Price

$120.00 Guest Price

$15.00 Student Chapter Price