Our First Video Highlighter

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...

Keeping Your Top Advisors

In our strategic dialogue in April, the conversation coalesced around the Kehrer Bielan research that demonstrates that when an advisor leaves a firm, the firm loses about $2 million in revenue, even if the advisor takes no clients or assets. The participants shared...

Financial Planning: Let the Pros Do It?

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. ...