Sep 15, 2020 | Financial Planning, Study Groups
During last week’s Kehrer Bielan virtual study group on developing holistic advisors, the conversation on Reg BI turned to the controversy between the CFP Board and the SEC on the standard of care. Capital Rock’s Connor Thomas noted that the CFP used to be the only...
Sep 1, 2020 | Financial Planning
We are advocates of financial planning because we know that planning is a catalyst to more holistic conversations and deeper relationships leading to assets and revenue growth. Clients want their advisor to know them. They are looking to their advisor to provide...
Aug 28, 2020 | Financial Planning, Study Groups
Participants in the recent Kehrer Bielan virtual study group on the development of holistic advisors confronted the slow pace of advisor adoption of planning. On average a bank-based advisor engages in planning with only 1.75 clients a month, up from 1.4 in 2015. ...
Jul 30, 2020 | Financial Planning
Participants in last week’s Kehrer Bielan virtual study group on the Path to Planning focused on client engagement and segmentation as keys to more widespread use of planning in banks and credit unions. Kehrer Bielan’s Leigh Van Heule, who leads the planning...
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...
Feb 17, 2020 | Conferences, Financial Planning
Banks and credit unions are looking to financial planning to differentiate their advisors in an increasingly commoditized market for financial advice, develop deeper relationships with clients, and document that the advice they provide is in the client’s best...
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