Business Strategy
Over the years we have been asked by our clients many variations of the following questions. How do I justify the existence of the investment services unit when it accounts for such a small fraction of the host institution’s total business? And, how do I measure my institution’s opportunity in investment services? Kehrer Group draws on consumer and institutional data to shed light on these questions, providing high-level thought leadership that achieves broad distribution throughout the industry.
Available Business Strategy Reports
![Margin Mismatch (2023)*](https://media.websitecdn.net/sites/959/2023/09/Cover-Margin-Mismatch-whitepaper.png)
Margin Mismatch (2023)*
![Impact of an Investment Relationship on Bank Customer Loyalty and Retention (2023)*](https://media.websitecdn.net/sites/959/2023/03/Cover_Impact-of-an-Investment-Relationship-on-Bank-Customer-Loyalty-and-Retention.jpg)
Impact of an Investment Relationship on Bank Customer Loyalty and Retention (2023)*
![The Importance of Client Engagement in Financial Planning (April 2023)*](https://media.websitecdn.net/sites/959/2023/10/Cover_The-Importance-of-Client-Engagement-in-Financial-Planning2.png)
The Importance of Client Engagement in Financial Planning (April 2023)*
![Smart Investment 2: How Investment Services Drives Growth of Banking Services, Supporting a Mass Affluent Strategy (2020)*](https://media.websitecdn.net/sites/959/2023/03/Smart-Investment-2_Cover-for-Website.jpg)
Smart Investment 2: How Investment Services Drives Growth of Banking Services, Supporting a Mass Affluent Strategy (2020)*
![Smart Investment: Evaluating the Total Return on Investment Services to the Banking Enterprise (2019)*](https://media.websitecdn.net/sites/959/2023/03/Smart-Investment_Cover-for-Website.jpg)
Smart Investment: Evaluating the Total Return on Investment Services to the Banking Enterprise (2019)*
![Identifying the Traits of New Era Advisors (2019)*](https://media.websitecdn.net/sites/959/2023/03/NewEraAdvisorsCover-image.png)
Identifying the Traits of New Era Advisors (2019)*
![Closing the Back Door: Driving Growth by Stemming Advisor Attrition (2016)*](https://media.websitecdn.net/sites/959/2023/03/Closing-the-Back-Door-cover.png)
Closing the Back Door: Driving Growth by Stemming Advisor Attrition (2016)*
*Complimentary report