Webinars

Wealth Unification: The Next Paradigm

During this webinar, Peter talked with Strategic Advisory Consulting Group Founder Dave Coffaro, Webster Investment Services SVP John Olerio, Navy Federal Financial Group COO Diane Young, and First Horizon Advisors CEO Rhomes Aur about the drivers, roadblocks, and opportunities wealth unification can bring to an institution.

2024: Agility Through Uncertainty

This webinar was designed to help financial institution wealth and investment leaders plan for uncertainty. We brought all five of our strategic partners together to share their expertise and insights about how to develop best practices, systems, and strategies to help firms develop agility to handle whatever the year ahead may bring.

Leveraging Advisor Development as a Retention Play

During this webinar, Phil Buchanan, Executive Chairman of the Board at Cannon Financial Institute, and Peter Bielan, founder of The Bielan Group, moderated a discussion with Jim Ely, West/California Region Executive Division Manager U.S. Bancorp Investments, Angela Holliday, President Frost Investment Services, and Ric Pearson, Senior Consultant for Advisor Development TruStage Wealth Management Consulting Services. Each of these experienced leaders shared their perspectives and best practices for driving retention through purposeful advisor development strategies.

The Five Most Important Metrics for Running Your Wealth Management Business

On March 27, 2024, David Lincoln of WISE Insights moderated a discussion with Peter Bielan – founder of The Bielan Group, Branden Hillis – Head of Strategic Finance at Synovus, and Michael Smyth – Chief Financial Officer for Wintrust Wealth Management about which metrics are the right ones to effectively measure the financial institution wealth management business. Peter, Branden, and Michael each shared their thoughts about how to use these metrics to gain support for further investment in the business.

The Uncomfortable Truth About Wealth Unification 

On April 25, 2024, Peter Bielan and Dave Coffaro of Strategic Advisory Consulting Group discussed the “uncomfortable truths” about the evolution of the wealth and investment management client experience models. They shared their thoughts on what it takes to successfully unify trust and retail investments – specifically that it’s less about evolving old models and more about throwing them out entirely.

Are your institution’s traditional perceptions of these two “business lines” no longer serving the greater One Wealth vision? Listen to the replay linked below to hear some new ideas that may help.