Herbers & Company
Academy
Archived App (Last seen on 15 Feb 2025)
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
This app provides financial advisor leaders and owners with practice management insights, virtual training, and tools to grow their advisory firms. Enhance client experience and communication skills to achieve business goals like increased revenue and client referrals.
What's New in Herbers & Company
8.95.1
June 2, 2023
Bug fixes and performance enhancements.
FAQ
What is Herbers & Company?
Herbers & Company Academy is a business app designed to help financial advisor leaders and owners connect, build, and grow their advisory firms through practice management insights and expertise.
What kind of training does Herbers & Company offer?
Members can participate in virtual training events, ask questions, and gain CFP Board continuing education (CE) credits. The app focuses on leadership, growth, client experience, operations, human capital, management, sales, and marketing.
What are the subscription options for Herbers & Company?
Herbers & Company offers a $94.99 monthly subscription plan and a $999.99 annual subscription plan. Subscriptions auto-renew unless cancelled 24 hours prior to the period end.
How can I manage my Herbers & Company subscription?
You can manage your subscription or turn off auto-renewal in your iTunes Account settings after purchase. Your iTunes account will be charged at purchase confirmation or after the end of a free trial, if available.
Is Herbers & Company suitable for all financial advisors?
Herbers & Company Academy is exclusive to independent financial advisors. It helps them gain valuable insights, tools, and training on various aspects of running their firms.
What are the benefits of using Herbers & Company for my firm?
The app aims to help you grow firm revenue, expand profits, increase time and owner's income, boost client referrals, expand new client revenue, and decrease employee turnover.
Does Herbers & Company have ads?
Yes, this app contains advertisements. As it is a free app with in-app purchases, advertisements are part of the user experience.
What devices is Herbers & Company compatible with?
Herbers & Company is available on iPhone and iPad. It is rated for users aged 12 and older.
