Uniting with Angie and her team will allow us to close the loop and provide extensive advice in all areas of the business that are required for a firm to grow.
San Diego, Calif. and Manhattan, Kan. (PRWEB) May 29, 2014
Wealth Management Marketing, Inc., and Angie Herbers, Inc., two leading firms serving the independent financial advisory industry, have announced their intention to merge. The merger of equals, which is tentatively scheduled for completion in July 2014, will allow the combined company to seamlessly offer comprehensive and coordinated business management solutions to financial advisory firms across all areas of their business including marketing, human capital, recruiting, operations and finance.
Both Angie Herbers, Inc., and Wealth Management Marketing specialize in serving businesses in the financial advisory industry. The leadership of each company decided to pursue the merger in order to better serve their mutual clients.
“Over the years, our clients have asked us for assistance reaching business goals outside the scope of marketing,” said Kristen Luke, President and CEO of Wealth Management Marketing. “Uniting with Angie and her team will allow us to close the loop and provide extensive advice in all areas of the business that are required for a firm to grow.”
“A decade ago, firms could hit their growth goals solely based on referrals without a marketing plan,” said Angie Herbers, President of Angie Herbers, Inc. “However, it's no longer possible for a firm to grow without a strong, cohesive marketing strategy that supports the business vision. With this merger, together we will be able to provide that solution.”
The combined company, which will have a total of 14 employees, will be headquartered in San Diego. Angie Herbers, Inc., and its staff, currently based in Manhattan, Kansas, will relocate to San Diego in July. Each entity will continue to serve its clients under its current branding until early 2015, when a new company name will be announced.
Since it was founded in 2002 by Herbers, Angie Herbers, Inc., has provided business consulting and research services to hundreds of financial advisory firms across the U.S. The company specializes in providing companies assistance in human capital, operational strategy, mergers and acquisitions, and client service models. Over the past 10 years, the firm has also conducted groundbreaking research, including “P4: Building Great Businesses by Creating Great Employees,” “Diamond Teams: How a Simple Organizational Structure Redesign Will Change Many Major Advisory Firm Issues” and “Take Two: New The Direction of Succession.”
Wealth Management Marketing, which was founded in 2008 by Kristen Luke, provides comprehensive marketing solutions to Registered Investment Advisors. The firm provides these advisors the resources of hiring an entire marketing department at a fraction of the cost, with the goal of providing the strategy and support they need to execute a comprehensive marketing plan with the same quality and consistency as their larger competitors.
About Angie Herbers, Inc.
Angie Herbers, Inc., is a human capital consulting and research firm that specializes in serving the financial advisory industry and other small businesses around the world. Founded in 2002, Angie Herbers, Inc., aids clients by increasing the profit margins, revenue streams and equity values of their businesses while also increasing the happiness and productivity of their employees. For more information, visit http://www.angieherbers.com.
About Wealth Management Marketing, Inc.
Wealth Management Marketing offers a full spectrum of marketing services to Registered Investment Advisors and fee-only financial planning firms. Founded in 2008, the company collaborates with clients to develop effective marketing plans and provides the back office support required to implement the strategies. For more information, visit http://www.wealthmanagementmarketing.net.
Kristen Luke, President and CEO
Wealth Management Marketing
Angie Herbers, Founder and President
Angie Herbers, Inc.