Ep 019: The Evolution And Emergence Of A True Financial Planning Profession With Bob Veres

Ep 017: Using Social Media and Blogging to Drive Business Growth As A Reformed Broker with Josh Brown

Financial Advisor Success - Ep 018: Taking Control Of Your Advisory Business So The Business Doesn't Control You with Angie Herbers

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: <a href="https://www.kitces.com/18">https://www.kitces.com/18</a>

Ep 018: Taking Control Of Your Advisory Business So The Business Doesn't Control You with Angie Herbers

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd's Eye View at www.Kitces.com.

Ep 018: Taking Control Of Your Advisory Business So The Business Doesn't Control You with Angie Herbers

Financial Advisor Success

Michael Kitces

Summary

Transcript