Totally Committed
Bringing
Industry Experts
to you
Wealth management consulting is becoming increasingly complex. A consultant focused in one area can’t possibly provide everything your firm may need to succeed. Depending on your firm’s unique situation, you may need a variety of information or support. Let us do the work and bring the experts to you. Through our network of affiliated partners, we’ll provide you with a team-based approach to delivering best-in-class service and support.
How We Can Help
Grow Support through Advocacy
Ensure your business gets the resources it needs to be successful by leveraging The Bielan Group as a third-party to advocate for your needs. We are regularly called upon to provide a non-biased external perspective to executive leadership that can dramatically help firms better understand the opportunity, and leads to greater resource commitment.
Strategic Business Consulting
With business insights and experience gleaned from partnering and interacting with hundreds of firms, we’ll help you develop the optimal organizational structure – including suitable staffing levels, appropriate coverage for your branch opportunities, and required sales management and support roles.
We’ll also help you grow your managed asset and financial planning business to create business sustainability and long-term growth.
Compensation Consulting
Leveraging our proprietary benchmarking and our broad industry experience, we can help your team design and implement compensation and incentive plans for advisors, sales managers, executives, sales assistants, and other support roles.
We have the data and expertise to help you mitigate advisor attrition and develop retention plans to keep your elite advisors in place.
Wealth Management Unification
Firms have commonly run these business as two distinct entities, but more clients are seeing the benefits of unifying the wealth management experience.
We’ll help identify and address the ways to bring these businesses together to create a seamless client experience.
Advisor Training & Development
Rather than maintaining an in-house training team, financial institutions often need outsourced training and development solutions they can rely on. In partnership with Cannon Financial Institute, we offer tailored consulting and blended learning solutions that create immediate and sustainable impact. Cannon’s instruction in technical and sales skills is regarded as the industry standard in areas of personal trust, corporate trust, wealth management sales, relationship and practice management, retirement planning, operations, risk management, audit and compliance, and investment management.
Book an Appointment with Peter
Let's Talk
Interested in working with The Bielan Group? Check out the calendar to find a date that works to meet virtually.
Email us
peter@bielangroup.com
denise@bielangroup.com
denise@bielangroup.com
Call us
Peter: 770-331-1280
Denise: 603-591-8625
Denise: 603-591-8625
Request a Consultation Now!
If you’d like to speak with Peter, you may use the booking calendar below to select a time that works best for you!