Spring Leadership Study Group

TBD 2021, Chapel Hill, NC

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.

Interested in Attending this Meeting?

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

Due to travel restrictions and the awkwardness of in-person meetings during the pandemic, we have reimagined our leadership study groups as virtual conversations.

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

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

The Spring Leadership Virtual Study Group Lineup

Trends in Wirehouse Advisor Compensation: Implications for the Bank Financial Advice Community

a virtual conversation of the Kehrer Bielan Leadership Study Group

Tuesday, January 26, 2021
3:30–5:00 p.m. ET