Growing Your Advisor Force

Ending Catch and Release:
Growing Your Advisor Force

Tuesday, April 13, 2021
3:30–5:00 p.m. Eastern

Adding advisors is the most direct way to grow your firm’s profit, but most firms have struggled to increase advisor headcount, with new hires offset by advisor attrition.  How do we end this cycle of catch and release?

 

Join us for a virtual dialogue on:

  • Measuring the total value of an advisor
  • The true cost of advisor attrition
  • Advisor retention strategies, including longevity bonuses, the development of second story opportunities, and succession plans
  • Advisor recruitment, including sourcing strategies, compensation plans and transition packages
  • Growing your own advisors through teaming with associate advisors and using remote advice centers as a training ground

 

We’ll meld insights from the financial advice community with the latest Kehrer Bielan research to help you plot the best course for growing advisor headcount in your institution.

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

Sponsorship

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

Check out other upcoming virutal study groups:

Annual Industry Checkup

a Kehrer Bielan virtual dialogue

March 11, 2021 – 3:30-5:00 p.m. Eastern

Developing Holistic Advisors

a Kehrer Bielan virtual dialogue

May 13, 2021 – 3:30-5:00 p.m. Eastern