Introducing PlanningInsights™ Peer Perspective

Introducing PlanningInsights™ Peer Perspective: An annual benchmarking service to elevate your business through better planning

Thursday, October 22, 2020
3:30–5:00 p.m. Eastern

We are doing the same things but expecting a different outcome.  If the role of the advisor is truly changing, and planning is a foundation of that process, change has been slow, at best.  Kehrer Bielan’s PlanningInsights™ pilot report provided management with data to better drive the needed change by visually showing you how the planning activity of your advisors stack up against your peers.

During this session we:

  • Presented the 2019-2020 PlanningInsights™ pilot report, explaining the sources of the data, and the benchmarking metrics;
  • Interpreted the results;
  • Brainstormed ways to make the benchmarks even more useful; and
  • Discussed strategies for adoption of a planning approach.

 

Our research continues to support the many benefits of a planning approach.   Providing holistic advice through planning leads to greater revenue, assets under management and client retention that can all meaningfully elevate advisors’ and firms’ business.

Sponsorship

A special thank you Advicent, the makers of NaviPlan, for their partnership and their shared commitment to improve the adoption of financial planning.

2019–2020 Sponsor of PlanningInsights™:

Catch up on our other Holistic Advisor virutal study groups:

The Path to Planning
a virtual study group on developing holistic advisors
Wednesday, July 22, 2020
Engaging and Developing Holistic Advice
a continuation of the virtual study group on developing holistic advisors
Thursday, August 20, 2020
Holistic Advice and Best Interest
a continuation of the virtual study group on developing holistic advicors
Thursday, September 10, 2020
The State of Financial Planning in Financial Institutions
a continuation of the virtual study group on developing holistic advisors
Tuesday, Septemeber 22, 2020