2019 Leadership Study Group:

Spring Study Group

April 89, 2019, Chapel Hill, NC


Fall Study Group

September 1617, 2019, Chapel Hill, NC

Kehrer Bielan’s Leadership Study Group brings together the top executives responsible for managing investment services in leading banks and credit unions. The study group meets twice a year to explore best industry practices through the interaction of the experience and insights of participants, in conversations shaped by our proprietary research, in the retreat setting of the Fearrington House Inn.

The goal is for participants to leave the session with tangible action steps that they can implement to improve their business. It is an ideal environment for executives looking for industry ideas, networking with industry peers, and shared best practices.


The discussion agenda is developed in conjunction with our participants and sponsors. Recurring topics have included:

  • Recruiting and retention of advisors
  • Transitioning advisors to fee based business
  • Compensation trends
  • The role of financial planning
  • Expanding life insurance sales
  • Rightsizing the advisor headcount and optimizing advisor branch deposit territories and book of clients
  • Reengineering the platform sales force
  • The impact of sales assistants and associate (junior) Advisors
  • The cost of processing the business

This is the premier peer discussion group in the bank insurance and securities community.


Our study groups offer a valuable and efficient opportunity to leverage the experience and knowledge of your peers and industry experts at no cost—thanks to our sponsors, travel, hotel accommodations, and group meals are complimentary for bank and credit union participants. We meet in the retreat setting of the Fearrington House Inn, a 5 Diamond, Relais et Chateaux resort near Chapel Hill.


Sponsorship

This study group would not be possible without the support of our sponsors. We acknowledge these organizations for their thought leadership and support.

Spring Sponsors

      


Fall Sponsors

   

Interested in attending these meetings?

Contact Tim Kehrer (tim.kehrer@kehrerbielan.com)