Developing Holistic Advisors: Study Group

Developing Holistic Advisors: Study Group

September 22–23, 2022
Chapel Hill, NC


Regulation Best Interest and competition from low-cost asset managers and digital advice platforms are challenging the commission-for-advice model and creating downward pressure on transaction commissions and fees for managing assets.

This complicates an already complex puzzle of how to appropriately meet a client’s investment needs while still making a living for the advisor and a profit for the firm.

Interested in Attending this Meeting?

Contact Tim Kehrer (

Kehrer Bielan believes that the keys to success going forward are to build your firm’s wealth management offering on a financial planning platform, developing your investment sales force into holistic advisors.

Kehrer Bielan has assembled a study group of top bank and credit union investment services executives, life insurance marketers, and providers of financial planning tools to chart a course for building a new advice delivery model in a post DoL environment. The discussions are moderated by Kenneth Kehrer, Peter Bielan, and Tim Kehrer—who have been instrumental in helping move the financial advice industry beyond typical management metrics toward identifying and implementing best practices. The firm’s detailed institutional and consumer research on financial planning are a resource for the group, which contributes its experience and insights to the discussion.

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 expenses up to $600, 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.


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