Kehrer Group Highlighter
The Kehrer Group Highlighter packages some of our most important findings, insights, and commentary into bite-size, digestible articles. We make the Highlighters available for free to the entire financial advice community—a small gesture of appreciation for a community that has done so much to support our work.
The Latest Highlighters
Closing The Back Door: Driving Growth By Stemming Advisor Attrition
Closing The Back Door: Driving Growth By Stemming Advisor Attrition To celebrate over 40 years of thought leadership, Kehrer Group is revisiting some of its landmark studies and insights, and we’re asking some members of the financial advice community to...
Optimizing Advisor Territories and Book Size
Optimizing Advisor Territories and Book Size To celebrate over 40 years of thought leadership, Kehrer Group is revisiting some of its landmark studies and insights, and we’re asking some members of the financial advice community to provide their take on the...
The Case for Zero Margin
The Case for Zero Margin To celebrate over 40 years of thought leadership, Kehrer Group is revisiting some of its landmark studies and insights, and we’re asking some members of the financial advice community to provide their take on the impact of the work....
Do Financial Planning Goals and Compensation Incentives Encourage Planning Engagement?
Kehrer Group research has demonstrated that financial planning is a win-win-win for the advisor, the firm, and the financial institution, but bank and credit union-based advisors have been slow to embrace planning. When financial institutions and their investment...
40 Years and Counting: Increasing Advisor Headcount Increases Revenue—Exponentially
Increasing Advisor Headcount Increases Revenue—Exponentially To celebrate over 40 years of thought leadership, Kehrer Group is revisiting some of its landmark studies and insights and is asking some members of the financial advice community to provide their...
Influencers Poll: Revenue Growth Trending Above Goal Through Q1
Plus, How Prevalent Are Cryptocurrency Services in Banks Anyway? 2026 is off to a promising start for Kehrer Group’s Influencers. Average annualized revenue growth was 13.2% through the end of the first quarter in Influencer-led investment services firms according...
Nobody Wants the $400,000 Producer
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...
Do Advisor Teams Do More 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...
Widows Don’t Fire 70% of Their Advisors: How a Misunderstood Statistic Shaped an Industry Narrative
Ken Kehrer (Kehrer Group) and Luke Allchin (RFI Global) Part of the received wisdom in the financial services community is that 70% of widows change financial advisors after the death of their spouse. Where did that notion come from? We have looked...
Another Look at Whether Rightsizing Advisor Books Enables Advisors to Embrace 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...