• Advisor Coverage Toolkit

Advisor Coverage Toolkit

Tools & Calculators

About this item

The Kehrer Bielan Advisor Coverage Toolkit is designed to help managers build the case for growing advisor headcount. It consists of two parts:

  • Advisor Coverage Backgrounder – A whitepaper that lays out the argument for increasing advisor coverage, drawing on Kehrer Bielan’s proprietary performance benchmarking database of 153 bank and credit union investment services firms. The Backgrounder comes in a narrative, slideshow format that lends itself for use in presentations to institution management.
  • Advisor Coverage Calculator – An interactive tool that allows users to calculate the impact of changing advisor headcount on their future revenue, profit contribution, margin, and average advisor productivity, based upon current coverage and revenue. Headcount can be adjusted with the click of a button and the results update instantly, so that users may illustrate in real-time the implications of adding advisors.

Non-Financial Institutions: Contact Tim Kehrer (tim.kehrer@kehrerbielan.com) for pricing

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