Developing Holistic Advisors 2021

Developing Holistic Advisors

Thursday, May 13, 2021
3:30 p.m.–5:00 p.m. Eastern


The Kehrer Bielan study group on developing holistic advisors meets periodically to continue its dialogue on how to transition advisors from investment sales professionals to providers of holistic advice.  We share the insights and experience of the financial advice community against the backdrop of the latest Kehrer Bielan research on financial planning in financial institutions and how planning impacts consumer financial decisions.

This meeting will review the changes in the breadth and depth of planning activity between 2018 and 2020, showcasing the findings from the 2020-2021 PlanningInsights™ Report.  We’ll also examine how the Pandemic has impacted how clients perceive the value of planning and continue our conversation on measuring the depth of planning.

Due to travel restrictions and the awkwardness of in-person meetings during the pandemic, we have reimagined our study groups as virtual dialogues.


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

Check out other upcoming virutal study groups: