Improving Advisor Productivity

Improving Advisor Productivity
a continuation of the Kehrer Bielan virtual leadership study group

Tuesday, February 23, 2021
3:30–5:00 p.m. Eastern

Given the challenges of recruiting and retaining advisors, almost all the growth in investment services in recent years has come from improvements in revenue per advisor.  But even that source of growth has faltered recently.  How do we rejuvenate the growth engine of advisor productivity?


Join us for a virtual dialogue on how to harness:

  • Advisor teams
  • Moving less productive clients to remote investment advice centers or digital platforms
  • Effective use of sales assistants
  • Second story advisors
  • Integration with wealth management
  • Financial planning


We’ll meld insights from the financial advice community with the latest Kehrer Bielan research to help you plot the best course for advisor productivity growth in your institution.

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


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:

Annual Industry Checkup

a Kehrer Bielan virtual dialogue

March 11, 2021 – 3:30-5:00 p.m. Eastern

Ending Catch and Release: Growing Your Advisor Force

a contiuation of the Kehrer Bielan virtual leadership study group

April 13, 2021 – 3:30-5:00 p.m. Eastern

Developing Holistic Advisors

a Kehrer Bielan virtual dialogue

May 13, 2021 – 3:30-5:00 p.m. Eastern