Kehrer Bielan Virtual Dialogues

Due to the pandemic, we’ve reimagined our in person industry roundtables as virtual dialogues in a webinar environment.

We invite a few peers to be the core contributors to the conversation, sitting at a virtual roundtable, but encourage broader participation for everyone who clicks in.

Click on a webinar title for more information.

Upcoming Virtual Dialogues

Developing Holistic Advisors (May 13, 2021)

Retirement Income Planning (June 16, 2021)

Recent Virtual Dialogues

Ending Catch and Release: Growing Your Advisor Force (April 13, 2021)

Annual Industry Checkup: a Kehrer Bielan virtual dialogue (March 11, 2021)

Improving Advisor Productivity (February 23, 2021)

Trends in Wirehouse Advisor Compensation: Implications for the Bank Financial Advice Community (January 26, 2021)

Past Virtual Dialogues

Virtual Dialogue on PlanningInsights™ Peer Perspective: A briefing for Raymond James Financial Institutions Division (January 19, 2021)

Managing Call Center Delivery of Financial Advice: The Expansion of Call Centers and Providing Advice Remotely (December 15, 2020)

Integrating Digital Advice with Your Advisors: A continuation of the Kehrer Bielan virtual Fall Leadership study group (December 3. 2020)

Integrating Investment and Wealth Management Services (November 12. 2020)

Focus on 2021: A continuation of the Kehrer Bielan virtual Fall Leadership study group (October 27, 2020)

Introducing PlanningInsights™ Peer Perspective: An annual benchmarking service to elevate your business through better planning (October 22, 2020)

Partnering with Bankers: The first of the virtual meetings of the Kehrer Bielan Fall Leadership study group (October 13, 2020)

The State of Financial Planning in Financial Institutions: A continuation of the virtual study group on developing holistic advisors (September 22, 2020)

Holistic Advisors and Best Interest: A continuation of the virtual study group on developing holistic advisors (September 10, 2020)

Engaging and Developing Holistic Advisors: A continuation of the Holistic Advisor virtual study group (August 20, 2020)

Industry in Transition—The Advisor of the Future (July 29, 2020)

The Path to Planning: A virtual study group on developing holistic advisors (July 22, 2020)

Industry in Transition—Financial Impacts, Compensation, and Coverage Models (June 18, 2020)

Industry in Transition—Looking Through the Crisis (May 14, 2020)

Best Crisis Management Practices (March 25, 2020)

Using BISA's Smart Investment Study to Engage with Your Institution's Management (February 13, 2020)