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...
Dec 6, 2020 | Advisors, Financial Planning
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...
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...
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