Financial advisor consultancy founder Angie Herbers has launched an online training platform aimed at helping advisors grow their firms.
Beyond U offers advisor education via videos, online seminars and assessments, covering such topics as operations, management, sales and marketing, client services, compensation and more, according to a press release from the firm. The platform will also offer various tools and templates the company says advisors can integrate into building their practices. Beyond U trainers will host networking study groups for discussions about training topics and industry best practices, according to the press release. The current courses start at $420, according to Beyond U’s website.
Alex Garcia, who graduated from a CFP-registered program at Texas Tech University in 2015, will serve as Beyond U’s chief strategist, tasked with building partnerships with financial institutions to further develop courses, the company says.
“There is a real need for industry training on how to take new or established businesses and continue to grow them in the modern marketplace,” Herbers, Beyond U founder and CEO, says in the press release. “With Beyond U, our mission is to address this demand by preserving and spreading knowledge and hands-on learning across the industry so that advisors can serve their clients and create a business that lasts in perpetuity.”
Herbers is also the founder of FourPointe Consulting, which has consulted with more than 600 advice firms to date, according to the press release.