Rob Pascual Joins Wealth Management Marketing/Angie Herbers, Inc.

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New business strategist will provide practice management advice and implementation services to financial advisory firms.

Rob Pascual

Rob Pascual

For years, I’ve known Rob as a leader in providing practice management and marketing thought leadership to independent financial advisors.

Rob Pascual has joined Wealth Management Marketing/Angie Herbers, Inc., as a business strategist. In his new role, he will provide practice management consulting advice and implementation services to financial advisors.

In 2014, Wealth Management Marketing and Angie Herbers, Inc., merged to offer seamless consulting and implementation services in the areas of management, client service, human capital, sales and marketing, operations, and finance to firms in the independent financial advisory industry.

As one of the company’s dedicated business strategists, Pascual will develop and implement solutions to the wide variety of growth challenges that financial advisory firms encounter throughout their business life cycle. Areas where he will provide support include:

  • Structuring businesses for scalable growth so that they can operate independently of their founders
  • Recruiting, hiring and training the next generation of talent to increase capacity for continued, long-term growth
  • Shifting from the “rainmaker” mindset to a firmwide sales and marketing mindset to increase revenue potential
  • Increasing the value of businesses in order to sell or transfer in the future

“For years, I’ve known Rob as a leader in providing practice management and marketing thought leadership to independent financial advisors,” said Kristen Luke, a partner with Wealth Management Marketing/Angie Herbers, Inc. “He’s an innovative strategic thinker who has a clear vision for how to help advisory firms break through growth barriers to reach the next level of success and achieve transformational growth. I’m excited to have him join our team.”

Pascual brings with him 25 years of experience in the financial services, banking, and risk management and insurance industries. Before joining Wealth Management Marketing/Angie Herbers, Inc., Pascual was a business and marketing consultant with a national field marketing organization. In that role, he helped more than 100 financial advisors and RIAs across the United States solve business problems with practice management, marketing, technology and product solutions. Prior to that, he was a financial planner and director of marketing for a fee-only Registered Investment Advisor based in San Diego working for affluent clients.

About Wealth Management Marketing/Angie Herbers, Inc.

Wealth Management Marketing/Angie Herbers, Inc., is a practice management consulting firm that helps independent financial advisory firms achieve transformational growth. The firm brings expertise in both maximizing profit and generating revenue to help strengthen and grow businesses. For more information, visit http://www.wealthmanagementmarketing.net or http://www.angieherbers.com.

Press Contact:
Kristen Luke, Partner
Wealth Management Marketing/Angie Herbers, Inc.
619-546-5500
kluke(at)wmmktg(dot)com

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