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...
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...
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