Training & Development

We use our years of experience, expertise, and research to develop and deliver timely training content and coaching strategies to help your team thrive:

  • Program Managers – Individual manager coaching to help improve effectiveness and/or enhance leadership capabilities at the senior level
  • Sales Managers – Monitoring and motivating advisors to do more and deeper planning activities
  • Financial Planning Coordinators – Coach planning coordinators on how to evaluate and improve upon the competency of advisors’ plans
  • New Advisors – Bringing an understanding of how to be successful in a financial institution 
  • Existing Advisors – Leveraging Kehrer Bielan research to enhance financial advisor performance


For more information contact

Training & Development Consulting Clients

  • Arvest
  • Huntington
  • Key Bank
  • LPL Financial