Feb 18, 2021 | Advisors, Financial Planning
Put it in Their Business Plans The evidence from Kehrer Bielan research is clear – financial planning is a win-win-win for the client, the advisor, and the firm; clients with plan are more confident about their future, move more of their assets to the advisor...
Dec 6, 2020 | Advisors, Financial Planning
New Study Says Include Professional Planners in the Mix Most financial institutions rely on financial advisors to prepare and deliver financial plans. But a new Kehrer Bielan study sponsored by Ameriprise Financial Institutions Group found that firms that...
Sep 30, 2020 | Advisors, Credit Unions
How Credit Unions Can Engage More Members with Holistic Advice Credit union members and their households really like credit unions. They exhibit high levels of trust in credit unions, preferring credit unions over all other providers of financial services. And...
Aug 12, 2020 | Advisors, Research
More advisors key to increasing investment services penetration and revenue Financial institutions have a growth mandate—to grow deposits, market share, net income and the return on average equity. Many institutions also have a strategic imperative to increase...
Apr 25, 2020 | Advisors, Financial Planning
Our research shows that 68% of Advisors engage fewer than 2 households a month in a holistic planning-based conversation. Firms have allowed some advisers to opt-out of the holistic planning approach, remain transactional and hoard clients not to upset...
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