Gaining Perspective Do Advisors Deliver What Consumers Want?
Earlier this month, I attended Bob Veres’ Insiders Forum conference in San Antonio. As it is every year, the highlight of the conference is Bob’s presentation of the Insiders Forum leadership award. This year’s recipient was Angie Herbers, my guest today. I cannot overstate the significance of this award. Virtually every other award in the advisor profession is part of a pay-for-play scheme, where the award is made with the expectation that the recipient will pay to attend some expensive dinner or to get the right to use the award publicly. But this award is purely merit-based and recognizes the contributions that individuals have made to advance the advisor profession.
Those contributions were evident in the presentation Angie made about her most recent research after receiving her award, and she is here today to share some of those findings.
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Here are a few links to resources:
- Herbers & Company consulting- https://www.herbersandcompany.com/
- Angie’s LinkedIn page- https://www.linkedin.com/in/angieherbers/
- Angie's prior research on the relationship between money and happiness- https://www.herbersandcompany.com/trending/the-value-of-a-financial-advisor
- Angie’s article about selling a minority stake to a PE firm- https://citywire.com/ria/news/ask-angie-should-i-sell-a-minority-interest-to-private-equity/a2428327
A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.