Kehrer Bielan 2020 Fall Study Group Schedule
2020 Fall Study Group Schedule
Below is our fall study group schedule. Click on a title to find out more about the study group.
|Developing Holistic Advisors||Experience with encouraging advisors to embrace planning and life insurance as core to their practice. Use of planning to support KYC and document the basis for financial advice.||Executives responsible for managing financial planning or life insurance sales in financial institutions|
|PlanningInsightsTM Symposium||The Kehrer Bielan service benchmarking advisor-by-advisor planning activity||Subscribers and firms considering subscribing||Advicent||Oct 22|
|Fall Leadership Study Group||Issues in implementing the plan for the coming year, e.g., advisor compensation, pricing, revenue and profitability trends||Top executives – CEOs & national sales managers — who direct investment services in financial institutions||
Virtual sessions on Oct 13
|Leveraging the Financial Institution Through Partnering with Bankers||
Rethinking how to leverage front-line bankers to serve the investment need of customers.
Licensed Platform Bankers
Premier & Private Bankers
|Includes bank executives and chief strategy officers||
|Focus on 2021: financial and operations data for the 2021 planning and budgeting process||Compensation, pricing, revenue and profitability trends||Includes CFOs and COOs||Pacific Life||Oct 27|
|Integration of Advisor and Digital Advice||
Across-the-desk advisors versus digital advice?
Or integrated delivery of advice with investor choice and digital support for the advisor?
|Includes executives responsible for the digital advice offering||
|Combining advisors, BDOs and RIA into one sales force, creating a unified platform for Personal Trust and brokerage, and a seamless advisor and client experience||Executives responsible for enterprise-wide wealth management businesses – Personal Trust, Private Banking, Asset Management & retail brokerage||
|Virtual meeting on Nov 12|
|Segmentation strategies, implementing effective triage, managing an investment call center, integrating self-directed and robo advice platforms and licensed bankers with advisors.||Executives responsible for managing delivery of investment advice though investment call centers, digital platforms, and across-the desk advisors||Virtual meeting on Dec 15|
|The Expansion of Call Centers and Providing Advice Remotely||An increasing number of investment clients are being serviced by advisors based in call centers. At the same time, office-based advisors are serving more of their clients by phone and computer. Are the two delivery models converging?||Including investment Call Center managers and chief strategy officers||The Standard||Dec 15|
These complimentary study groups would not be possible without the support of our sponsors. We acknowledge these organizations for their thought leadership and support.