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The New Importance of Financial Planning, Part 3


This third and final paper in the series from Kehrer Bielan Research & Consulting analyzes the impact of offering holistic planning in banks and credit unions. The math on running a successful program is not as linear as one might think. After evaluating the current state of financial planning in these institutions, the paper explores:

  • The difference made by level of adoption of these services
  • Their effect on financial advisor productivity in terms of revenue and asset acquisition
  • Whether firms need to adjust their target advisor headcount
  • The strategies financial institutions should embrace in order to be successful

Providing holistic financial planning in your bank or credit union can create a strong and consistent revenue stream and increase the importance of your institution to your client’s financial future. Increase your chance of success with these insights gleaned from Kehrer Bielan Research & Consulting’s study of data from 60 banks and credit unions.