Business Optimization Strategies

Reaching full potential for a wealth management business line relies on how well the business is positioned to achieve the results it’s trying to produce in the future, while meeting the business needs of today. Business optimization is a process designed to routinely adjust and manage the critical infrastructure needs around talent, service delivery, geographic coverage strategies, product, and product services delivery such that the business is set up with the right capacity to maximize its performance and potential.

Kehrer Bielan is uniquely positioned to help in these areas:

  • Right-sizing regions, territories, and book sizes
  • Developing and managing teams, advisor types, and support staff
  • Expanding and modernizing advice delivery and protection solutions
  • Executing on an advisor development and graduation programs
  • Implementing tiered levels of service and solution delivery


For more information contact: Peter or Arthur

Business Optimization Strategies Consulting Clients

  • First Bank of Missouri
  • Vystar