Fall Leadership Study Group

Fall Leadership Study Group

September 29–30, 2021, Chapel Hill


Kehrer Bielan’s Leadership Study Group brings together the top executives responsible for managing investment services in leading banks and credit unions. The study group meets twice a year to explore best industry practices through the interaction of the experience and insights of participants, in conversations shaped by our proprietary research, in the retreat setting of the Fearrington House Inn.

The goal is for participants to leave the session with tangible action steps that they can implement to improve their business. It is an ideal environment for executives looking for industry ideas, networking with industry peers, and shared best practices.

The Forum is one of the most important industry meetings that I attend on a  yearly basis. It’s great to discuss timely topics with industry leaders, within the framework created by the exculsive and extensive industry research conducted by the Kehrer Bielan Research & Consulting group.

Teo Trandafir

Investment Services at UW Credit Union

Interested in Attending this Meeting?

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

The discussion agenda is developed in conjunction with our participants and sponsors. Recurring topics have included:

  • Recruiting and retention of advisors
  • Transitioning advisors to fee based business
  • Compensation trends
  • The role of financial planning
  • Expanding life insurance sales
  • Rightsizing the advisor headcount and optimizing advisor branch deposit territories and book of clients
  • Reengineering the platform sales force
  • The impact of sales assistants and associate (junior) Advisors
  • The cost of processing the business

This is the premier peer discussion group in the bank insurance and securities community. 


We adopted the model outlined by Peter… This succession planning strategy is a WIN/WIN for all parties. I have shared this with many of my peers. This is the type of brainstorming that takes place at a Kehrer/Bielan workshop.

Bob Carr

Central Investment Advisors

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.

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

Partnering with Bankers
the first of the virtual meetings of the Kehrer Bielan Fall Leadership study group

Tuesday, October 13, 2020

Focus on 2021
a continuation of the Kehrer Bielan virtual Fall Leadership study group

Tuesday, October 27, 2020

Integrating Digital Advice with Your Advisors
a continuation of the Kehrer Bielan virtual Fall Leadership study group

Thursday, December 3, 2020