Feb 20, 2024 | Advisors, Research
Adding advisors naturally drives additional revenue to the firm. But research from Kehrer Group demonstrates that increasing advisor headcount increases revenue exponentially. In the chart we’ve plotted the number of number of advisors per million of core...
Feb 15, 2024 | Advisors, Banks, Benchmarking
As advisors in financial institutions built their practices, they acquired clients referred by branch staff. In retrospect, most of them acquired too many clients. Too many to serve well, and so many that they became obstacles to the advisor’s efforts to grow...
