“The Scary One”

Why the Findings of the Annual Industry Checkup Are Downright Frightening The financial institution investment services and insurance community enjoyed its best year in recent memory in 2021, as the nation shook off many of the effects of the COVID 19 pandemic....

Are You Adding Financial Advisors?

At the fall meeting of the Kehrer Bielan Leadership Study Group in Chapel Hill, Tim Kehrer reiterated the case for increasing financial advisor headcount.  “Again and again we find that adding financial advisors is the most promising runway to increasing investment...

How to Find the Elusive Path to Growth

Most of us are under pressure to grow our business.  While 2021 is shaping up to be a strong growth year, riding the wave of eye-popping market highs, the last several years have seen almost no growth in investment services revenue in financial institutions. In the...