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...

Our First Video Highlighter

We first launched the Kehrer Bielan Highlighter to share our most important findings, insights, and commentary in bite-sized pieces. Today we are excited to launch a new way for you to access our great content. Introducing the Kehrer Bielan Highlighter on YouTube. Now...

Are Some of Your Top Producers Actually Slackers?

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

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...