Facilitated by experts, powered by data

A dozen years ago, Dr. Kehrer initiated the concept of convening a group of executives with similar responsibilities to learn from each other and interact with emerging research findings in a roundtable discussion setting. This model has been copied and mimicked, but never duplicated.

Our peer study groups stand out because they are led by one or more of KBR&C's principals—all seasoned experts in the financial advice industry. In addition, participants benefit from our shared proprietary data and actionable research to further enhance their takeaways. The meetings also provide ample opportunities to network with peers and discuss developments, trends, and current issues facing our industry.


Upcoming Best Practices Study Groups

New Importance of Financial Planning and LIfe Insurance After DoL  April 17-18, 2018, Chapel Hill, NC

Spring Tune Up  May 15-16, 2018, Chapel Hill, NC

Fall Wrap Up  September 18-19, 2018, Chapel Hill, NC

Managing Omni Channel Delivery  November 5-6, 2018, Chapel Hill, NC