Original Award-Winning Research Focused on you, designed to drive superior performanceDr. Kenneth Kehrer and Christine Kehrer pioneered research on the bank brokerage and insurance industry in the 1980s and 1990s—tracking sales by banks, credit unions, and product providers, and inventing many of the metrics that are still used to assess the performance of the investment services businesses in banks and credit unions to this day. Kehrer Bielan Research & Consulting continues a proud tradition of conducting unbiased research and delivering results that will help your business to evolve and grow.
Original Award-Winning Research Areas Please use the below categories to explore our research, or scroll further down to see a complete, sortable list of available studies and reports. Find a Report by Topic Area Show all Advisor Recruiting and Retention Advisory/Managed Money Annuities Associate/Junior Advisors Bank Broker Dealers Benchmarking and Performance Assessment Business Strategy Compensation and Talent Management Credit Unions Financial Planning Industry Trends Life Insurance Omni Channel Delivery Operations and Compliance Platform Bankers Regional and Community Banks Regulatory Research & Due Diligence Sales Assistants Third Party BDs (TPMs) Tools and Calculators Wealth Management 2018 Advisor Compensation Study (2019) 2018-2019 Bank Broker Dealer Study (2019) 2018-2019 Credit Union Investment Services Study (2019) 2018-2019 Regional & Community Bank Study (2019) Advisor Production Estimator (2019) Annual Industry Checkup 2018-2019 (2019)* Annual TPM Report 2018-2019 (2019) The Benefits of Implementing a Second Story Strategy (2019) Fixed-Rate and Index Annuities Get No Respect (2019)* Gender Dynamics in Retirement Investor Households (2019)* Identifying the Traits of New Era Advisors (2019)* Improving Client Segmentation: Increasing Wallet Share by Identifying Hidden Assets (2019)* Product Revenue Flow Comparison Calculator (2019) Sales Manager Compensation—The Story of Territory (2019) Smart Investment: Evaluating the Total Return on Investment Services to the Banking Enterprise (2019)* The ROI of Financial Planning (2019) Advisor Coverage Toolkit (2017) Advisor Retirement Transition Compensation (2018) Optimizing Advisor Performance: How to Determine the Optimal Branch Deposit Territory and Number of Clients (2018)* Program Manager Compensation Calculator (2018) Where Will the Next Generation of Advisors Come From? (2018)* Ending Catch and Release: A New Era Recruiting Plan to Reel in Advisors (2017) Leaving Money on the Table: The Financial Institution Opportunity in Investment Services (2017)* Omni Channel Segmentation Study (2017) Product Menu and Pricing under the DoL Rule: Survey Summary (2017) Program Manager Compensation—When More is Better (2017) Selling Fixed Rate Annuities under the DoL Rule (2017)* Selling Index Annuities under the DoL Rule (2017) Closing the Back Door: Driving Growth by Stemming Advisor Attrition (2016) Designing an Advisor Compensation Plan under the DoL Fiduciary Standard (2016) DoL Revenue Impact Calculator (2016) Effective Financial Advisor Compensation: Advisory Business (2016)* The New Importance of Financial Planning: Who Has a Financial Plan? (2016)* The New Importance of Financial Planning: Impact on Client Loyalty and Share of Wallet (2016)* The New Importance of Financial Planning: Impact on the Firm (2016)* 2015 Advisor Compensation Study (2015) A Fresh Look at Platform Banker Investment Reps (2015) Advisor Tenure Study (2015) Bank Broker Dealer Operations Survey - Preliminary Findings (2015) Building Your Fee-Based Business (2015)* Effective Positioning and Compensation for Sales Assistants (2015) Maximizing Your Customers' Experiences Through an Integrated Wealth Management Offering (2015)* Optimizing the Number of Financial Advisors (2015)* Recognizing the Opportunities for Growth (2015)* The Business Case for Bank Platform Investment Sales Reps (2015) The Value of an Investment Client to a Bank or Credit Union (2015) Trends in Associate Advisor Compesnation Plans (2015) Compliance Expense Study (2012) Effective Financial Advisor Compensation in Credit Unions (2014)* Financial Advisor Compensation Plan Survey Analysis (2013) Financial Advisor Compensation Plans in Credit Unions Comparison: Comparing Plans Institution by Institution (2014) How to Maximize the Impact of Sales Assistants and Junior Brokers (2013)* Recruiting Packages for Financial Advisors in Banks & Credit Unions (2014) Selling Life Insurance in the Financial Instutution: Integrating the Consumer Perspective (2013) The Broker-Dealer Conundrum: Build, Maintain or Partner? (2012)* The Opportunity for Credit Unions in Investment and Life Insurance Services (2013) The Value of Adding Financial Planning within Your Bank or Credit Union (2014)* Wealth Management Services 3-Part Series (2014) Who Buys Annuities and WHo is Likely to Buy Them (2012) *Complimentary studies Participate in Our SurveysWe treat the firms and individuals who provide us data as true partners, keeping the data they provide confidential, and delivering analyses that are timely and actionable in exchange for their participation in our research.If you are interested in participating in our surveys, please contact: Tim tim.kehrer@kehrerbielan.com.
