Investing in the Next Generation of Wealth Management Directors

New at Kehrer Bielan: Study Group Designed for Sales Managers

Investing in the Next Generation of Wealth Management Directors

Date and Location TBD


Kehrer Bielan is formulating a Sales Management Study Group that brings together sales managers responsible for managing financial advisors in leading banks and credit unions. The study group will explore sound management practices, business optimization strategies, and advisor coaching strategies through the interaction of the experience and insights of participants, in conversations shaped by our proprietary research and experts.

Interested in Attending this Meeting?

Contact Tim Kehrer (

The goal is for participants to leave the session with actionable strategies that can be implemented—tangible action steps that can inform and improve the performance of the advisors and their efficacy in areas of recruitment, development, and retention.  It is an ideal environment for sales managers looking for proven leadership and management strategies, networking with industry peers and experts, and management and coaching strategies based on research and experience.

The discussion agenda is under development in conjunction with our participants and sponsors. Some of the topics this study group will be focused on include:

  • Recruiting and retention of advisors
  • Financial advisor development and high-performance coaching
  • Optimization of advisor territories and book of clients
  • Lead generation and business development strategies
  • The impact of sales assistants and associate (junior) Advisors
  • Transitioning advisors to fee-based business
  • The role of financial planning


This is the best investment you can make in your next generation of talent and leaders for your business.


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. 


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