The Kehrer Bielan team has spent nearly 100 collective years in this industry. We want to help this industry continue to grow and prosper, just as it has helped us. And we hope that the research we conduct helps point the way. To give back, we have launched the Kehrer Bielan Highlighter to share some of our most important findings, insights, and commentary.


No sales pitch.

No charge.

No kidding.

Recent Highlighters

Referrals Continue to Free Fall as Branches Adapt to Lobby Restrictions during Crisis

Referrals from branch staff have been a defining aspect of investment services in banks and credit unions. The availability of qualified referrals has helped attract advisors to financial institutions and helped banks and credit unions pay out 5 to 6 percentage points...

Will This Crisis Force Advisors to Adopt a Planning-Based Approach?

Our research shows that 68% of Advisors engage fewer than 2 households a month in a holistic planning-based conversation.     Firms have allowed some advisers to opt-out of the holistic planning approach, remain transactional and hoard clients not to upset...

Financial Institution Securities Community Shares Best Crisis Management Practices

The Kehrer Bielan team facilitated a conference call on March 25th to help the participating firms manage through this time of uncertainty. The call channeled the spirit of our community’s long history of collectively benefiting when coming together to help one...

Myth Busters: Harnessing the Consumer View

Misconceptions are everywhere.   Among many advisors and product managers, the perception exists that selling annuities to a client creates less loyalty than other products and services. Annuities, some argue, are a transaction product, not a relationship...

read more