Business Strategy

Over the years we have been asked by our clients many variations of the following questions. How do I justify the existence of the investment services unit when it accounts for such a small fraction of the host institution’s total business? And, how do I measure my institution’s opportunity in investment services? Kehrer Bielan draws on consumer and institutional data to shed light on these questions, providing high-level thought leadership that achieves broad distribution throughout the industry.
Available Business Strategy Reports
Status of Financial Planning in Financial Institutions (2020)*
Fixed and Index Rate Annuities Get No Respect (2019)*
Gender Dynamics in Retirement Investor Households (2019)*
Identifying the Traits of New Era Advisors (2019)*
Improving Client Segmentation: Increasing Wallet Share by Identifying Hidden Assets (2019)
The Benefits of Advisor Teams: 1 + 1 = ? (2019)
The Benefits of Implementing a Second Story Strategy (2019)
The ROI of Financial Planning (2019)
Serving Small Accounts (2019)*
The Total Impact of Investment Services on Core Bank Income: Income Contribution Calculator (2019)
Benchmarking Investment Call Centers (2018)*
Where Will the Next Generation of Advisors Come From? (2018)*
Closing the Back Door: Driving Growth by Stemming Advisor Attrition (2016)
The Opportunity for Credit Unions in Investment and Life Insurance Services (2013)
*Complimentary study