Financial Planning

Financial planning is key to the transition from a commission-for-transaction model to an advice model, serving more of a client’s life insurance needs and capturing more of their investible assets, and making and documenting advice in the client’s best interest. Kehrer Group research mines both consumer and institutional data to describe who has or needs a financial plan, how incorporating financial planning into an advisor’s practice impacts the advisor and the firm, and best industry financial planning practices.

Available Financial Planning Reports

Benchmarking Advisor Financial Planning Activities

Benchmarking Advisor Financial Planning Activities

The Importance of Client Engagement in Financial Planning (April 2023)*

The Importance of Client Engagement in Financial Planning (April 2023)*

Status of Financial Planning in Financial Institutions (2020)*

Status of Financial Planning in Financial Institutions (2020)*

Identifying the Traits of New Era Advisors (2019)*

Identifying the Traits of New Era Advisors (2019)*

The ROI of Financial Planning (2019)*

The ROI of Financial Planning (2019)*

The New Importance of Financial Planning: Who Has a Financial Plan? (2016)*

The New Importance of Financial Planning: Who Has a Financial Plan? (2016)*

The New Importance of Financial Planning: Impact on Client Loyalty and Share of Wallet (2016)*

The New Importance of Financial Planning: Impact on Client Loyalty and Share of Wallet (2016)*

The New Importance of Financial Planning: Impact on the Firm (2016)*

The New Importance of Financial Planning: Impact on the Firm (2016)*

*Complimentary report