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Who Should Have a Financial Plan?

Kehrer Bielan research has found that financial planning is a win, win, win for the member, the advisor, and the credit union.  Members with a plan are more confident about their financial future, move more of their assets to the advisor who works with them on the...

Getting Back to Growth

Results of Annual Checkup Spur Discussion of Growth Drivers   During the virtual unveiling of the 2020/2021 Annual Industry Checkup on March 11, Tim Kehrer reviewed the past several years’ worth of performance data collected from the three thousand or so banks...

Annuity Owners More Confident About Their Financial Future

The COVID-19 pandemic has heaped unprecedented uncertainty on the lives of millions of investing household and may have put a dent in those households’ financial confidence.  For advisors and their firms, now is a good time to revisit one of the most striking findings...

FAQ: Can Institutions/Financial Advisors Charge for Financial Planning?

Kehrer Bielan Study Answers Yes As Kehrer Bielan consults with banks and credit unions on improving the business performance of their investment services, one of the most frequently asked question is, “Do any financial institutions charge for planning?”  Our recent...

Looking for Your Advisors to Embrace Planning?

Put it in Their Business Plans   The evidence from Kehrer Bielan research is clear – financial planning is a win-win-win for the client, the advisor, and the firm; clients with plan are more confident about their future, move more of their assets to the advisor...

Who Should Prepare Plans for Your Clients?

New Study Says Include Professional Planners in the Mix   Most financial institutions rely on financial advisors to prepare and deliver financial plans.  But a new Kehrer Bielan study sponsored by Ameriprise Financial Institutions Group found that firms that...