Engaging and Developing Holistic Advisors

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

Thursday, August 20, 2020
3:30–5:00 p.m. Eastern


In our first virtual meeting we discussed how we engage clients in the planning process.  While financial institutions have supported and even encouraged a planning approach to advising clients, advisors are struggling to adopt a planning process.

Interested in Attending this Meeting?

Contact Tim Kehrer (tim.kehrer@kehrerbielan.com)

This study group draws on our industry research and the experience of other institutions to provide a robust discussion addressing:

  • Onboarding advisors
  • Tools and resources for advisors and managers
  • Managing behaviors
  • Centralized planning resources
  • Outsourcing options


Plan to join this discussion to share your experience in advancing your planning initiative and hear about the approaches your peers are trying.


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 series of virtual meetings over the next several weeks.


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

And brought to you by:

Take a look on the other Holistic Advisor virtual study groups:

The Path to Planning
a virtual study group on developing holistic advisors
Wednesday, July 22, 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 service to elevate your business through better planning
Thursday, October 22, 2020