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.
| Study Group | Description | Audience | Sponsors | Timing |
|---|---|---|---|---|
| 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 Oct 27 Dec 3 |
|
| 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 Mortgage Bankers |
Includes bank executives and chief strategy officers |
Asset+Map MoneyGuide Pacific Life The Standard |
Oct 13 |
| 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 |
Ameriprise eMoney |
Dec 3 |
|
Integrating Investment and Wealth Management Services
|
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 |
Ameriprise eMoney |
Virtual meeting on Nov 12 |
|
Managing Omni Channel Delivery of Investment Services
|
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 |
Sponsorship
These complimentary study groups would not be possible without the support of our sponsors. We acknowledge these organizations for their thought leadership and support.
