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

How Many Bank-Based Advisors Have Planning Designations?

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...

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...

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. ...

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...

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A Greater Guarantee

Advisors Receive A Raise In 2020 An important component of 2020 advisor incentive plans is the new FLSA Rule which raises the minimum salary thresholds for exemption from overtime pay starting January 1, 2020. To qualify for the exemption, employees generally must be...

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Addressing the Decline in Financial Planning

Financial planning is one of the best ways that financial advisors can differentiate themselves in an increasingly commoditized market for financial advice. While firms urge advisors to incorporate planning into their practice, bank-based advisors have been slow to...

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For Most Advisors, the Payoff from Planning Seems Slim

Getting Over A Startup Hurdle To Reap The Rewards Most advisors in banks and credit unions resist financial planning, or go through the motions to check the boxes that management builds into the incentive program. The average number of goal plans created or updated is...

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