Brandon Moss

Chief Marketing Officer and Senior Consultant, Herbers & Co.

Brandon Moss is chief marketing officer and senior consultant at Herbers & Co. He has helped shape the advisory industry over the past 20 years, helping to build two of the fastest growing and most innovative independent advice brands in the RIA space. He previously served as the Director of XY Planning Network’s (XYPN) digital investment platform, XY Investment Solutions. Prior to XYPN, Brandon served in several leadership roles at United Capital Financial Advisers. Brandon was instrumental in the growth and development of the United Capital culture and platform, which was recently sold to Goldman Sachs for just over $750 million. Brandon is a 2002 graduate of Texas Tech University’s globally recognized financial planning program. He has a degree in family financial planning and is a Certified Financial Planner™ (CFP®). He also attended the University of California, Berkeley’s Haas School of Business Leadership Excellence executive leadership training. He lives in the Dallas / Ft. Worth area with his wife, Shelby, and their identical, mirror image twin boys, Will and Reese

Brandon’s Recent activity

The Science Behind Client Trust Vs. Client Service

Jul 20, 2021

High-growth firms systematically move clients from high-touch to a stable baseline of service, freeing bandwidth for an advisor to be available at a moment’s notice.

In the Growth Race, These Firms Are the Silent Winners

May 25, 2021

Advisors who are great at organic growth recognize that when it comes to building your client referral rate, you can travel fast—by asking for referrals—or you can travel far by focusing on client experience and...