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The Mirage of Life Insurance Sales:

Feb 3, 2025 | Advisors, Financial Planning, Investment Services

Life Insurance Ownership Down 24% in Past 20 Years   Ever since financial institutions started selling investments in the 1980s and 1990s, they have expected sales of life insurance to become a significant part of the business.  But few firms derive as much as 5%...

Bank-Based Advisors Are Doing More Planning, But More Progress Is Needed

Oct 30, 2024 | Advisors, Financial Planning, Study Groups

That was a central theme of the eighth annual Kehrer study group on developing holistic advisors.  The first afternoon the group dissected the conflicting data on whether banks and credit unions are making progress on increasing advisor planning productivity and plan...

More Evidence that Advisors Shun Insurance in Financial Planning Process

Jan 19, 2024 | Advisors, Financial Planning

Kehrer Group Examines Role of Client Engagement   Households that outsource the preparation of their financial plan to a financial professional are less likely to takes steps to address their insurance and protection needs than households that prepared the plan...

New Kehrer Group Study Affirms that Financial Planning Is a Win-Win-Win

Oct 27, 2023 | Business Strategy, Financial Planning, Research, Thought Leadership

Drawing on the rich consumer data in RFI Global’s MacroMonitor, Kehrer Group found that engaging in financial planning is a win for banks and credit unions, a win for their advisors, and a win for their customers and members. From the standpoint of the institution,...

Financial Institutions Boxed Out of Providing Advice to Affluent and HNW Investors

Jul 7, 2023 | Advisors, Financial Planning, Study Groups, Wealth Management

New data indicate that the wealthier people are, the more likely they are to consult with a professional advisor before making an investment decision.  But they are less likely to turn to an advisor in a bank or credit union. These findings are among the insights...

Can We Really Tell if Financial Planning Boosts an Advisor’s Production?

Aug 5, 2022 | Advisors, Financial Planning, Research

You’ve all met this guy, at an industry conference or at the bar afterwards.  Perpetual sceptic.  “I don’t see that doing more planning helps an advisor sell more.  I know lots of top producers who do no planning, and advisors who do lots of planning but are middling...
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E-mail: info@kehrergroup.com