Are Some of Your Top Producers Actually Slackers?

May 24, 2021 | Advisors, Research

Older advisors tend to be a firm’s top producers.  Advisors build their book over time and become the anchors of the firm’s production.  But new evidence from Kehrer Bielan research suggests that many of these more senior advisors are actually underperforming. As part...

Keeping Your Top Advisors

May 12, 2021 | Advisors, Research, Study Groups

In our strategic dialogue in April, the conversation coalesced around the Kehrer Bielan research that demonstrates that when an advisor leaves a firm, the firm loses about $2 million in revenue, even if the advisor takes no clients or assets. The participants shared...