Apr 13, 2022 | Industry Trends, Investments, Research, Study Groups
Last year was a fabulous time to be providing financial advice in a bank or credit union. According to the 2021/2022 Kehrer Bielan Annual Industry Checkup, revenue was up almost 17%. The problem with that success, of course, is that financial institution management...
Oct 12, 2021 | Best Practices, Industry Trends, Study Groups
This is the headline for today, and it will likely be the same one in 2025. According to this year’s Kehrer Bielan benchmarking surveys, branch referrals fell 27% to 29% last year. And participants in the fall meeting of the Kehrer Bielan Leadership Study Group in...
