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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. ...

Thinning Advisor Coverage Continues Thwarting Growth

More advisors key to increasing investment services penetration and revenue   Financial institutions have a growth mandate—to grow deposits, market share, net income and the return on average equity. Many institutions also have a strategic imperative to increase...

Keys to Better Planning Penetration: Client Engagement, Segmentation

Participants in last week’s Kehrer Bielan virtual study group on the Path to Planning focused on client engagement and segmentation as keys to more widespread use of planning in banks and credit unions.   Kehrer Bielan’s Leigh Van Heule, who leads the planning...

Bank BDs Overestimate Revenue Hit from the Pandemic?

Early results suggest that the management of investment services in banks and credit unions expected a larger drop in revenue in the second quarter than they experienced. Cramer + Associates has published its monthly BD Revenue Report for June, and it indicates that...