Wealth Management Marketing and Angie Herbers Inc. Are Now Kaleido Inc.

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Fully unified company offers comprehensive growth strategies for financial advisory firms.

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The economies of scale that we have created by pulling all of the practice management help under one roof will greatly benefit the growth, profit and business value of advisory firms across the country.

Wealth Management Marketing and Angie Herbers Inc., two leading firms serving the independent financial advisory industry, have unified under one name, Kaleido Inc. Kaleido’s mission is to help advisory firms break through growth barriers to build brilliant businesses.

The name change completes the process of integrating each firm’s services into one seamless offering. The firm’s debut service offering, Synergy, is the first and only integrated practice management offering available to advisory firms. Firms that desire to grow can now get ongoing practice management help in six areas (management, client service, human capital, sales and marketing, operations, and corporate finance) under one roof. Before, advisory firms had to use multiple providers for these business management services, which could be very costly to their bottom lines.

“Through the merger of our companies into Kaleido Inc., we now can help many advisory firms achieve their greatest growth goals without breaking the bank,” said Kaleido co-founder Angie Herbers. “The economies of scale that we have created by pulling all of the practice management help under one roof will greatly benefit the growth, profit and business value of advisory firms across the country.”

To help firms predict how well they are positioned for growth and identify the roadblocks preventing them from achieving their objectives, Kaleido has developed a proprietary business assessment called the Kaleido Scope™. The Kaleido Scope™ is complimentary to advisory firms on the Kaleido website, http://www.kaleido.net.

Prior to the merger, Angie Herbers Inc. provided business consulting to hundreds of financial advisory firms across the United States. The company specialized in assisting companies with human capital, operational strategy, mergers and acquisitions, and client service models. Wealth Management Marketing, which was founded by Kristen Luke, offered comprehensive marketing solutions to Registered Investment Advisors. The two firms announced their merger in May 2014.

Financial advisory firms interested in learning more about Kaleido’s services should visit http://www.kaleido.net for more information.

About Kaleido Inc.

Kaleido is the financial advisory industry’s only practice growth agency that helps firms break through barriers to achieve transformational results. Formed from the merger of Angie Herbers Inc., founded by Angie Herbers, and Wealth Management Marketing, founded by Kristen Luke, Kaleido brings expertise in both maximizing profit and generating revenue to help strengthen and grow businesses. For more information, visit http://www.kaleido.net.

Press Contact:
Kristen Luke, Co-Founder
Kaleido Inc.
619-546-5500
kristen(dot)luke(at)kaleido(dot)net
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Kristen Luke, Co-Founder
Kaleido Inc.
+1 (619) 546-5500
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