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...
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...
Jan 6, 2022 | Advisors, Financial Planning, Research
Findings from the 2021 Kehrer Bielan Top Directors Awards Parsing the performance data from the investment services practices in 406 banks and credit unions to identify the 71 best performers provides a window into what makes an investment services firm great.1 One...
