Developing Holistic Advisors: Study Group

Developing Holistic Advisors: Study Group

December 8–9, 2021
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 Leigh Van Heule, 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.

Given the continuing concerns about travel, and the awkwardness of convening a roundtable discussion while maintaining social distancing, we are reimagining our Holistic Advisor Study Group as a virtual meeting in the spring and in-person meeting in the fall.

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.

Developing Holistic Advisors

a Kehrer Bielan virtual dialogue

Thursday, May 13 3:30 p.m. to 5:00 p.m. (Eastern)

Click on the following titles for more information about last year’s Holistic Advisor virtual study groups.

The Path to Planning
a virtual study group on developing holistic advisors

Wednesday, July 22, 2020

Engaging and Developing Holistic Advisors
a continuation of the Holistic Advisor virtual study group

Thursday, August 20, 2020

Holistic Advice and Best Interest
a continuation of the virtual study group on developing holistic advisors

Thursday, September 10, 2020

The State of Financial Planning in Financial Institutions
a continuation of the virtual study group on developing holistic advisors

Tuesday, September 22, 2020

Introducing PlanningInsights™ Peer Perspective
an annual benchmarking services to elevate your business through better planning

Thursday, October 22, 2020