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...
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...
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,...
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...
