Apr 17, 2026 | Advisors, Compensation, Financial Planning
That’s what the editor of Financial Planning concludes from their 2026 analysis of pay grids. Every year Financial Planning obtains compensation plans from the national and regional brokerage firms and computes base compensation by applying a consistent product mix to...
Apr 9, 2026 | Advisors, Financial Planning
How Do Directors of Bank-Based Advisors Drive More Planning? After years of their directors encouraging advisors in banks and credit unions to embrace financial planning, our most recent survey found that the typical bank-based advisor still initiated planning with...
Mar 13, 2026 | Advisors, Financial Planning
A Deeper Dive with Kehrer Group’s Advisor Level Database We analyzed the Kehrer Group benchmarking data and saw that there was only a weak correlation between the average advisor book size in a firm and its average advisor plan productivity or average household plan...
Feb 17, 2026 | Advisors, Benchmarking, Financial Planning
What Does the Kehrer Group Benchmarking Data Say? In a discussion about the barriers to advisors doing more financial planning during the Fall Meeting of the Kehrer Leadership Study Group, Arthur Osman and Holly Grellier suggested that we look at whether reducing the...
Oct 19, 2025 | Advisors, Financial Planning, Research
But Advisor Plan Engagement Remains Disappointing The bank-based firms that reported their financial planning activity in this year’s Kehrer Group Benchmarking Survey had an average of 37 active planning clients per advisor. While that represented a robust...
Oct 9, 2025 | Advisors, Financial Planning, Research
Not Necessarily, Kehrer Group Research Suggests Kehrer Group research has demonstrated that financial planning is a win-win-win for the advisor, the firm, and the financial institution. A financial planning client tends to adopt the advisor, the firm, and the...
