Actionable Consulting
Deep understanding, tailored solutions
Our information-based consulting is unique in the industry, powering us to identify best practices that are based on data rather than intuition or hubris. Kehrer Bielan’s principals have consulted for more than a hundred banks and credit unions, and more than 100 financial service and product providers, resulting in experience that is both broad and deep. Our recommendations go beyond the “what” and “why” to include the “how”. No other consulting firm in this space can match what we bring to help you identify and solve your business challenges.
Practice Areas
Click on a consulting practice area for more information on how we can help you identify and solve your business challenges.
Assessing BD Options: Changing, Building, or Outsourcing Your Broker Dealer
Business Performance Review
Compensation Plan Review and Staffing Consulting
Due Diligence
Expert Witness Work
Financial Planning
Insurance, Technology, & Alternative Distribution Consulting
Product Design, Distribution, and Pricing
Training & Development