Branch Traffic Down, Referrals Follow

Survey Tracks Decline In Branch Referrals To Advisors A recent Wall Street Journal article highlighted the impact of reduced foot traffic in bank branches, with FDIC data revealing 1,700 branch closings in the 12 months ending June 30th. As branch traffic declines and...

Throwing Baby Out with the Bath Water

Identifying The Hidden Assets In Your Client Base In a recent Kehrer Bielan flash survey, 71% of the 47 participating firms indicated that they are segmenting their client base and limiting access to traditional across-the-desk advisors for clients with small account...