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. ...
Oct 24, 2019 | Study Groups, Wealth Management
Asset And Revenue Growth Fall Short Participants at the Kehrer Bielan Wealth Management Study Group in Chapel Hill last week confronted an uncomfortable reality – the collective wealth management businesses in financial institutions continue to disappoint the C-suite...
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