The Bielan Group is expertly positioned to help wealth leaders solve for the unique challenges they face, provide strategic guidance, and deliver expert recommendations. Peter Bielan will draw on his extensive experience as both a business leader and consultant, as well as his broad network of strategic partners to support financial institutions and industry leaders to help them grow and enhance their businesses.
Leverage our expertise and experience to identify opportunities, chart a path to growth, and grow support for your business. With project timelines ranging in length from a few weeks to several years, we tailor each engagement to meet your specific request.
I have been a leader in the financial institution-based financial advice community since 1985. My roles have encompassed advisor, sales manager, president of the retail broker/dealer for two of the 15 largest U.S. banks, and partner at Kehrer Bielan Research & Consulting. Throughout my career I have dedicated my efforts to profitably growing sales, developing the infrastructure needed for expansion, and leveraging the partnership between investment services and other departments within the institution.
I value the opportunity to do the same for you and your business.
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Below is a representation of firms with which The Bielan Group has previously worked. From credit unions to banks to national broker/dealers – we’ve partnered with every type of institution involved in wealth management.
More Than Just Business
See What Our Clients Say
Peter and The Bielan Group have worked with an extensive array of bank and credit union clients. Here is what respected leaders have to say about their experience.
I’ve had a long standing and beneficial relationship with Peter Bielan both as the CEO of First Horizon Advisors and as a former board member of BISA. We’ve benefited from Peter’s industry expertise several times over the years as he has consulted with First Horizon Advisors on growth initiatives around advisor productivity and retention, sales force growth, and development of high-performance standards for our program.
I look forward to working with Peter in the future and am glad to recommend him to others in our industry.
CEO, First Horizon Advisors
I have worked with Peter since July 2000 when I first became a Sales Manager and he became our firm’s President. Over the past 20+ years that I’ve known Peter, he has been my go-to resource for advice. He’s helped both me personally, and the advisors I serve. He has a wealth of practical knowledge on everything from recruiting and retention to practice management.
John P. Gagliardi Sr. CRPC
Regional Manager, Wilmington Advisors M&T
You have been an invaluable partner to me and our business, helping with strategy and metrics and building confidence in our execution. I appreciate your knowledge and willingness to help, even when I was not a client. Thank you for all that you do.
President, BMO Investment Services
I am very excited to see what Peter does in this new venture. My group has worked with him on several projects and found his industry knowledge and presentation skills to be very effective. Peter is a true professional who is very creative in applying his years of experience to a range of opportunities. I look forward to continuing our relationship in the future.
President and CEO, Comerica Securities
I’ve known Peter Bielan for over a decade and have discussed numerous topics regarding our business and industry. Peter’s experience and knowledge as a leader in our bank BD/RIA space along with his consulting background allows him to understand our business in a unique way. Last year, when we were contemplating a significant business model change, we discussed future trends, benefits, drawbacks, etc. and Peter’s guidance was invaluable in our due diligence process.
I have known Peter since he became the President and CEO of SunTrust Investment Services in 2000. Peter has always been known for his industry expertise which he shares in a helpful and professional style. He has shared actionable ideas with me as the COO for Truist Investment Services which has helped enhance and grow our investment practice. I look forward to continuing to work with Peter in the future and know his knowledge and advice will help others.
Mike Miroballi, CFA
President, Huntington Investment Company & BISA Board of Directors
I have over 30 years’ experience in the investment services industry and have known Peter Bielan for nearly half of that time. In that time, I have had the privilege of leading two large regional bank-affiliated programs and have hired Peter to consult on critical projects. I have also exchanged ideas and perspectives with him through various industry events including BISA. I have found him to be among the most knowledgeable experts in our industry with a perspective that is forward-thinking, innovative yet pragmatic. His style and expertise reflect his practical experience as an industry executive, high level of integrity, and broad knowledge as a consultant to many successful broker dealer programs.
Peter is an invaluable resource when it comes to staying on top of trends and practices of high performing programs. He approaches projects with a strategic lens and his deep knowledge and understanding of the interests of all stakeholders leads to win-win-win solutions (e.g. the bank, program management, regulators, advisors, etc.) Peter’s collaborative approach results in identifying effective and practical ways to improve efficiency, promote growth, manage risk and incent desired outcomes.
President & Chief Operating Officer, United Brokerage Services
Our engagement with The Bielan Group was nothing short of transformative and Peter Bielan was an exceptional partner. He guided us on effective performance improvement strategies and enlightened us on transitioning compensation plans in a way that was beneficial to our program, our advisors, and our clients. Denise Tognarina was equally informed and helpful. I wholeheartedly recommend the Bielan Group to any institution involved in wealth management. Their expertise, professionalism, and dedication to client success are truly exceptional.
SVP, Chief Experience Officer, Pen Air Credit Union
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The Bielan Group
The Bielan Group provides the Wealth Management Industry with the experience and resources to help firms make more informed decisions and enhance business performance.