Dr. Gerry Herbison

ChFC®, CFP®, CASL®, CLF®
Executive Business Coach

About Gerry

Gerry Herbison is currently a Carson Executive Business Coach and Adjunct Professor of Leadership and Practice Management at The American College of Financial Services. Formerly, Dr. Herbison was a full-time Assistant Professor of Management Studies and the Leadership Programs Director with The American College.

He served four years as Vice President of Sales at The College before joining The College’s academic division. Prior to joining The College, he worked as a Registered Representative, Investment Advisor, and Regional Vice President for AXA. During his 10-year tenure with the company,  he was honored as an Elite Regional Vice President.

Gerry specializes in management and leadership development, having studied the best practices of top-performing field leaders and advisors. He has presented keynote, main stage, and breakout sessions for home office and field leaders, and advisors throughout the financial services industry. He teaches college classes at the undergraduate, masters, and doctoral level to students in the financial services industry, the military, and the college general population, where he receives excellent teacher and presenter reviews.

Gerry holds CFP Certification, and earned the following American College designations: Chartered Financial Consultant (ChFC) in 1998, the Chartered Advisor for Senior Living (CASL) in 2005, and the Chartered Leadership Fellow (CLF) in 2010. He holds a B.S. in Training Design, and completed the Masters of Science in Management (MSM) degree at The American College in 2008. He completed his doctoral degree in Business Administration at Wilmington University in 2013.

Gerry has four children, ranging in ages from teens to mid-twenties. He is married to Peg – a  Pediatric Physical Therapist (and saint!). His hobbies include bike riding and photography, and he has been “learning” guitar for a few years.

Specialty Areas

  • Executive Leadership
  • Business Operations
  • People Management

Experience

  • Director of CLF Program, The American College

  • Assistant Professor of Management Studies, The American College

  • DBA, ChFC®, CFP®, CASL®, CLF®

Education

  • Doctorate in Business Administration, Wilmington University

  • Master’s in Management, The American College of Financial Services

  • Bachelor’s in Corporate Communications, Ithaca College

Latest Blog Posts

Blog Practice Management

Referrals: The Residual Benefit of Client Advisory Councils

Posted on September 8, 2021
One of the best ways to make improvements to your branding, client experience and value proposition is to get input from the experts – your clients. As a Carson Coaching…

Blog Practice Management

The Formula for Finding the Right Fit For Your Team

Posted on August 11, 2021
You meet a candidate for a position in your firm and absolutely love them. You forgo a deliberate screening process and bring them on as quickly as possible. A few…

Blog Practice Management

How to Handle Competing Ideas on a Return to the Office

Posted on June 16, 2021
You can see it coming. It's not even really on the horizon; it’s here. We have to create and support a new work environment – a new normal. Some of…

Blog Practice Management

5 Traits High-performing Work Teams Share and How To Optimize the Most Important Indicator for Success

Posted on March 3, 2021
Google conducted a study several years ago to determine the characteristics of their highest-performing teams. By almost any measure, the output of high-performing Google teams would probably be better than…
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