The State of Financial Planning in Financial Institutions
The State of Financial Planning in Financial Institutions: A continuation of the virtual study group on developing holistic advisors
Tuesday, September 22, 2020
3:30–5:00 p.m. Eastern
Join your peers and the Kehrer Bielan team for a lively discussion of our new research on financial planning in banks and credit unions.
- How much planning do bank-based advisors do? Are advisors embracing a planning methodology, or is planning concentrated in a few woke advisors?
- Do advisors have planning goals? Is planning activity a component of their compensation? Do goals or incentives impact the amount of planning activity?
- How many institutions charge for planning? How much do they charge? Is this a significant source of revenue?
- Are advisor-produced plans reviewed? How do firms track the extent to which planning recommendations are implemented?
- Is there convincing evidence that it pays an advisor to invest in planning?
Given the continuing concerns about travel, and the awkwardness of convening a roundtable discussion while maintaining social distancing, we are reimagining our Holistic Advisor Study Group as a series of virtual meetings over the next several weeks.
This complimentary study group would not be possible without the support of our sponsors. We acknowledge these organizations for their thought leadership and support.