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 Down Again—Alternatives for Reaching Clients Where They Are

This is the headline for today, and it will likely be the same one in 2025.  According to this year’s Kehrer Bielan benchmarking surveys, branch referrals fell 27% to 29% last year.  And participants in the fall meeting of the Kehrer Bielan Leadership Study Group in...

How to Find the Elusive Path to Growth

Most of us are under pressure to grow our business.  While 2021 is shaping up to be a strong growth year, riding the wave of eye-popping market highs, the last several years have seen almost no growth in investment services revenue in financial institutions. In the...

Does Financial Planning Drive Life Insurance Sales?

Banks and credit unions have struggled to meet the life and long-term care insurance needs of their investment clients. Despite repeated resets of their sales initiatives, their insurance sales have been flat for decades. But the recent emphasis on financial planning...

The Path to Primacy

How Credit Unions Can Engage More Members with Holistic Advice   Credit union members and their households really like credit unions. They exhibit high levels of trust in credit unions, preferring credit unions over all other providers of financial services. And...

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