Aug 5, 2022 | Advisors, Financial Planning, Research
You’ve all met this guy, at an industry conference or at the bar afterwards. Perpetual sceptic. “I don’t see that doing more planning helps an advisor sell more. I know lots of top producers who do no planning, and advisors who do lots of planning but are middling...
Jan 6, 2022 | Advisors, Financial Planning, Research
Findings from the 2021 Kehrer Bielan Top Directors Awards Parsing the performance data from the investment services practices in 406 banks and credit unions to identify the 71 best performers provides a window into what makes an investment services firm great.1 One...
Aug 20, 2021 | Financial Planning, Insurance
Banks and credit unions have struggled to meet the life and long-term care insurance needs of their investment clients. Despite repeated resets of their sales initiatives, their insurance sales have been flat for decades. But the recent emphasis on financial planning...
Jul 14, 2021 | Advisors, Financial Planning, Study Groups
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...
Apr 13, 2021 | Credit Unions, Financial Planning, Research
Kehrer Bielan research has found that financial planning is a win, win, win for the member, the advisor, and the credit union. Members with a plan are more confident about their financial future, move more of their assets to the advisor who works with them on the...
Feb 23, 2021 | Financial Planning, Research
Kehrer Bielan Study Answers Yes As Kehrer Bielan consults with banks and credit unions on improving the business performance of their investment services, one of the most frequently asked question is, “Do any financial institutions charge for planning?” Our recent...
Recent Comments