Nationally-Circulated REP. Magazine Coins Gerber, LLC ''Not Your Momma's Financial Advisor''
A December 26, 2012 article written by Diana Britton in REP. magazine profiled Gerber, LLC founder and principal Randy Gerber and the efforts of the entire Gerber, LLC team to update the look and feel of their new office space and brand. Below is a section of the published article. To read the article in its entirety, click here.
“Randall Gerber, a financial advisor with Raymond James Financial Services in Columbus, Ohio, moved to a new office location in July,” Britton wrote. “The concept behind Gerber’s design was transparency. Built in an early 20thcentury door and glass factory, the new space is 6,200 square feet and features high ceilings, exposed brick and heavy beams. The firm’s staff sits at open tables in the middle of the office, made of heavy wood and natural materials. The few offices that line the walls are exposed by glass.”
“I wanted the clients to subconsciously realize that they can see everything everywhere,” says Gerber, 44. ‘When they walk in the door, they immediately see the entire staff.’”
“Every day the firm selects a different music station from Pandora.com, an automated music recommendation service, to play throughout the office. For example, they’ll play Kings of Leon one day, Led Zeppelin the next. The only rule: no country.”
“Gerber’s average client is about 50, but it’s trending lower. His practice is built on first-generation entrepreneurs, [who] tend to be younger and think differently, Gerber says. Since the change to the new office, he’s picked up three new [first-generation] entrepreneur clients.”
“Gerber also instituted a sophisticated version of dressing down. He describes it as not ‘[Mark] Zuckerberg casual,’ meaning no hoodies or Adidas slides. Rather, employees are required to wear jeans, sweaters, blazers, and loafers—think J. Crew or Banana Republic.”
To read the article in its entirety, click here.
REP. magazine is a nationally-circulating magazine that has been running for more than 35 years. It is considered to be one of the most trusted publications for wealth management professionals and serves financial advisors and financial planners with award-winning coverage of industry trends, investment ideas, news about the firms, and the latest products and innovations. Articles are published online at wealthmanagement.com.
Diana Britton is the assistant managing editor at WealthManagement.com, covering asset management and independent broker/dealers from all angles.
Learn more about Randy Gerber here. And to learn more about why Gerber works with first-generation entrepreneurs, click here.
