Who Should Have a Financial Plan?

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...

Who Should Prepare Plans for Your Clients?

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...

Talk the Planning Talk? Walk the Planning Walk

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...