Increasing Advisor Headcount Increases Revenue—Exponentially
To celebrate over 40 years of thought leadership, Kehrer Group is revisiting some of its landmark studies and insights and is asking some members of the financial advice community to provide their take on the impact of the work.
Much of our work has been crafted to provide directors of financial institution-based advisors the information and analysis they need to support their business plans and growth proposals to institution management. Chief among those are the studies that demonstrate the value of adding advisors.
This from John Olerio, SVP Lighthouse Wealth Advisors, Director of Wealth Management, Lighthouse Credit Union, and outgoing President of BISA:
Forty years of meaningful contribution by the Kehrer Group represents an extraordinary milestone and a lasting impact on our industry. Ken has long been recognized as “The King” of Bank Investment Program data (Credit Unions obviously included!!!), consistently setting the standard for depth, accuracy, and actionable insight.
As our industry has grown and evolved, one enduring constant has been the ability to rely on the Kehrer Group. Their commitment to delivering comprehensive data, combined with rigorous, objective, and unbiased analysis, has provided invaluable visibility into industry trends and enabled program managers to benchmark performance with confidence against peers.
On a personal level, I have relied on the Kehrer Group’s whitepapers and Leadership Forum events for more than 30 years. They are the definitive resource for performance benchmarking, compensation analysis, and advisor staffing insights. Whether conducting a comprehensive, full-scale analysis or seeking a prompt, on‑the‑spot answer during a brief phone call, Kehrer has consistently been there—responsive, insightful, and invaluable.
Read the full Highlighter here.
About Kehrer Group Highlighters
The Kehrer Group Highlighters package some of our most important findings, insights, and commentary into bite-size, digestible articles. We make the Highlighters available for free to the entire financial advice community—a small gesture of appreciation for a community that has done so much to support our work.
About Kehrer Group
Kehrer Group is the bank and credit union financial advice community’s trusted partner for original thought leadership, insight based on data, and strategies that drive success. Kehrer Group’s legacy of research and analysis has advanced the delivery of investment services in banks and credit unions and shaped the industry into what it is today. Kehrer Group’s principals meld the wisdom gained from its long history in the industry with cutting-edge analytics, data that is robust and diverse, and a deep understanding of the key drivers of performance.
Learn more about what we do.