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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...

Does the Size of the Investment Practice Matter?

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...

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Suite 229
Chapel Hill, NC 27517

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E-mail: info@kehrergroup.com