In the midst of a rapidly evolving financial advice industry, scaling your business is a crucial goal that requires careful planning, strategy, and execution. While scaling entails growth, scaling is more than just growing your business. Scaling refers to the process...
In this digital era, where information is abundant and technology is constantly advancing, it is imperative for wealth management firms to embrace a data-driven culture. By doing so, they can unlock the power of data and use it to their advantage, making informed...
To say that podcasts have become incredibly popular within the past few years is an understatement. According to Edison Research, 74 million Americans listen to podcasts every week. Their popularity is largely due to the depth and breadth of content, from aviation to...
In a recent article from Kehrer Bielan Research and Consulting, The Cautionary Tale of the Bank-Owned Broker-Dealer, they pointed out that banks and credit unions that work with third-party broker-dealers continue to outpace their counterparts with bank-owned...
In our recent webinar, Best Practices in Advisor Succession Planning, we explored industry trends, effective models, and the role of technology in financial advisor succession planning. Our speakers included: Arthur Osman, Consultant at Kehrer Bielan Research &...