Jarrod Upton, MBA, MS, CFP®

EOS Implementer | Helping leadership teams move from complexity to clarity | Clarity First. Discipline Always.

[Jarrod Upton, MBA, MS, CFP® @JarrodUpton]

It’s been a while since I’ve shared here.

Most teams don’t have a strategy problem.

They have a clarity and execution problem.

After years inside businesses and a season to refocus, I made a decision.

I’m building my work around EOS.

Helping teams turn vision into execution.

[Jarrod Upton, MBA, MS, CFP® @JarrodUpton]

I am thrilled to extend my warmest congratulations to my dear friend and business partner @AngieHerbers on her well-deserved achievement! 🎉

She was honored with the 2023 Leadership Award at the Bob Veres Insiders Forum Conference. @BVInsidersForum @herbersco @BobVeres

[Texas Tech School of Financial Planning @DoubleTPFP]

Today we cut the ribbon on the new Charles Schwab Foundation Personal Financial Planning Clinic. We are grateful for all the generous support to make this vision a reality.
https://t.co/PzEWQ7Cz2f

[Herbers & Company @herbersco]

On behalf of everyone @HerbersCo we are happy to announce Kristen Pierson, CFP, has joined the consulting team. Kristen brings more than 17 years’ experience working within the RIA industry. We’re grateful to have her join our growing team!

[Angie Herbers @AngieHerbers]

What’s the value of financial advice? Turns out, it’s happiness. Through academic research and multivariate analysis @herbersco director of research @SonyaLutter polled 1000 consumers and those with a financial advisor are 3x happier. https://t.co/O8uULDOxVG

[StreetCred PR @StreetCred_PR]

“Fear is quite literally paralyzing,” said @SonyaLutter of @herbersco. Mismanagement or bad decisions could happen if money issues that feel overwhelming—such as the need to figure out your total debt and how you’ll pay it off—are ignored.
https://t.co/ace9SlVCsC @jjmccorvey @WSJ

[Financial Planning @finplan]

We are very excited to have @SonyaLutter as a speaker for one of our CE eligible sessions at #InvestConnect. Register today and get access to one of our most prominent sessions on behavioral finance. Registration ends tomorrow! https://t.co/m6kAvu7CgT

[Jarrod Upton, MBA, MS, CFP® @JarrodUpton]

Welcome @theheathjackson we are excited that you are part of our team!!!!! @herbersco

[Jarrod Upton, MBA, MS, CFP® @JarrodUpton]

So excited to have @SonyaBritt join our team @herbersco

[Jason Lahita @JasonLahita]

The exceptional team at @herbersco just got even better - cheers to @AngieHerbers @brandonlmoss @JarrodUpton and team, and welcome @SonyaBritt! cc: @Think_JanetL @CitywireRIA @MichaelKitces @Diana_Britton 🤯 https://t.co/xRKgh8VMTJ

[Alexandra Zendrian @azendrian]

Insightful M&A piece in @finplan by @TobySalFP featuring @AngieHerbers of @herbersco https://t.co/iSinI36VbV $1B+ firms, pay attention.

[Jarrod Upton, MBA, MS, CFP® @JarrodUpton]

@ryanshanks Lookin Good!

[Jarrod Upton, MBA, MS, CFP® @JarrodUpton]

@johnellert @herbersco @AngieHerbers @brandonlmoss Awesome to have you in our corner! Thanks for all you do!

[Jarrod Upton, MBA, MS, CFP® @JarrodUpton]

@JasonLahita @herbersco @AngieHerbers @brandonlmoss Thanks so much for the kinds words!!! We look for to helping!

[Jason Lahita @JasonLahita]

.@herbersco Launches iOS app, Designed to Accelerate the Growth of Financial Advisory Firms Globally - congratulations to @AngieHerbers @brandonlmoss @JarrodUpton and team! Exceptional financial advisory growth counsel has gone international: https://t.co/iVMV0U4FCU

[Herbers & Company @herbersco]

ICYMI: Nineteen Predictions for Wealth Management in 2021: 2020 was a year filled with advisory firm innovations, and Herbers & Company anticipates a huge ripple effect in 2021 due to these developments. via @wealth_mgmt @JarrodUpton https://t.co/BzeEcPPdgk

[Herbers & Company @herbersco]

Nineteen Predictions for Wealth Management in 2021: 2020 was a year filled with advisory firm innovations, and Herbers & Company anticipates a huge ripple effect in 2021 due to these developments. via @wealth_mgmt @JarrodUpton https://t.co/BzeEcPPdgk

[Herbers & Company @herbersco]

Why Today's Digital Disruption Matters for Your Practice: Now's the time to focus on giving your clients the ability to make a request and have it fulfilled as fast as Uber can deliver a ride. via @ThinkAdvisor @AngieHerbers https://t.co/F6GbvaXecm

[Angie Herbers @AngieHerbers]

(1/12) Leadership Training 101 on The Fast-Track

[Jarrod Upton, MBA, MS, CFP® @JarrodUpton]

Merry Christmas! After a year of turmoil, ups, downs, and all arounds.... we can all use a day of peace.

[Jarrod Upton, MBA, MS, CFP® @JarrodUpton]

@kdubs_waltrich Merry Christmas!