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Are Some of Your Top Producers Actually Slackers?

Older advisors tend to be a firm’s top producers.  Advisors build their book over time and become the anchors of the firm’s production.  But new evidence from Kehrer Bielan research suggests that many of these more senior advisors are actually underperforming. As part...

Keeping Your Top Advisors

In our strategic dialogue in April, the conversation coalesced around the Kehrer Bielan research that demonstrates that when an advisor leaves a firm, the firm loses about $2 million in revenue, even if the advisor takes no clients or assets. The participants shared...

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...