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Slow to Capitalize on Their Advantage, Are Banks Now Feeling the Urgency to Integrate Banking and Wealth Services?

Feb 11, 2026 | Industry Trends, Thought Leadership, Top Directors Awards

At the Kehrer Group Top Directors Awards ceremony last November, we heard speakers reminding the finalists that financial institutions have the competitive advantage of being the only source for ALL of a family’s financial needs—transactions, savings & investment,...

Top Directors Performance Demonstrates Value of Wealth Management to the Financial Institution

Dec 3, 2025 | Top Directors Awards, Wealth Management

In his introductory remarks at the Kehrer Group Top Directors Awards Conference four weeks ago, Tim pointed out how the finalists not only excel at the metrics we track day-to-day—advisor productivity, revenue and profit penetration—but also are delivering what the...

Top Directors Focus on Advisor Recruitment and Retention

Nov 17, 2024 | Advisors, Research, Top Directors Awards

Q3 Influencers Poll Points to Recruitment Gains in Banks and Credit Unions   We devoted the second day of the 2024 Top Directors Awards Conference to the dual themes of financial advisor recruitment and advisor retention. Why? Because the difficulty in growing...

What Does it Take to Be a Top Director?

Dec 7, 2023 | Advisors, Benchmarking, Top Directors Awards

The Kehrer Group Top Directors Awards recognize the leaders of the top performing investment services firms in financial institutions.  We invite nominations from the entire bank and credit union financial advice community, and use a transparent, data driven...

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Recent Posts

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  • Does Rightsizing Advisor Books Enable Advisors to Embrace Financial Planning?
  • Slow to Capitalize on Their Advantage, Are Banks Now Feeling the Urgency to Integrate Banking and Wealth Services?
  • Strong Q4 Performance Propelled Influencers Above Annual Growth Goals

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Chapel Hill, NC 27517

Phone: 919.903.9043

E-mail: info@kehrergroup.com