Dec 29, 2025 | Advisors, Best Practices, Research
Practice Management Insights from the Kehrer Group Benchmarking Surveys The branch referral model at the core of most bank and credit union retail wealth management businesses has resulted in advisors stockpiling clients to the point that serving all of them is...
Dec 22, 2025 | Advisors, Best Practices
Practice Management Insights from the Kehrer Group Benchmarking Surveys Kehrer Group research has demonstrated repeatedly that financial institutions tend to have too few financial advisors given their opportunity. Not only is adding advisors the most direct...
Nov 7, 2022 | Benchmarking, Best Practices
By now you are neck-deep in planning and budgeting for 2023. What metrics are you managing to as you look to the year ahead? Revenue growth? Assets? Profit margin? From our perspective, the core objective of the investment services unit inside a bank or credit union...
Jul 20, 2022 | Banks, Best Practices, Credit Unions, Research
Most consumer-facing companies ask about the customer satisfaction of every transaction. According to Larry Cohen, director of the Consumer Financial Decisions’ (CFD) MacroMonitor Survey, apparently, there is a constant need to make sure the company is receiving good...
Oct 12, 2021 | Best Practices, Industry Trends, Study Groups
This is the headline for today, and it will likely be the same one in 2025. According to this year’s Kehrer Bielan benchmarking surveys, branch referrals fell 27% to 29% last year. And participants in the fall meeting of the Kehrer Bielan Leadership Study Group in...
