One Topic You Didn’t Hear Enough About at BISA

The 2019 BISA Annual Convention is in the books. To the many individuals that we were able to interact with over the course the conference and to all of you who attended our sessions and panels, thank you. We appreciate your interest in our work and the opportunity to...

Your Clients Are More Valuable Than Ever Before

Last week you read about how the talent crunch is influencing firm strategy at every level, from talent development to training to compensation. There is another trend that is having a similarly profound impact on our industry – the decline in branch traffic and...

The Talent Crunch Continues: How Are Firms Responding?

Kehrer Bielan’s annual benchmarking surveys are in the field and from what we are hearing the competition for quality advisors remains intense. Some firms have responded to the crunch by developing an internal pipeline of talent to supplement their efforts to recruit...

Our BISA Takeaways

We look forward to the BISA Annual Convention every year, and we always appreciate being part of a great event. We were particularly pleased to be able to contribute our insights to this year’s conference through many concurrent sessions and the peer group breakout...