Speaking Engagements

Looking for a speaker for your meeting or event? The Bielan group can provide insightful content and/or facilitate meaningful discussion on any of the topics below, plus many more. Submit the contact form below and a member of our team will reach out to you to learn more about how we could potentially contribute to your event.
Industry Updates
  • Year In Review/focus For Upcoming Year
  • Pulse of The Industry
  • The Real Profitability of Investment Programs
  • The Financial Institution Opportunity in Investment Services
  • Annual Leadership Meeting
  • Wealth Management Business Planning Meeting
The Future of Advice
  • What Makes Up a New-era Advisor
  • New Era, New Metrics, New Business Model
  • Accomplishing Change in Change Adverse Environments
  • The Evolving Advisor Model – Second Story Advisors and Succession Planning
Optimizing Your Wealth Management Business
  • Optimizing Your Firm for Growth
  • Driving New Business & Practice Management
  • Combining Retail Investments and Personal Trust
  • Growing Your Advisory Force
  • Financial Planning & Advice Are Here To Stay
  • The New Importance of Financial Planning
  • Enhancing Business Through Associate Advisors and Sales Assistants
  • New Hire Programs and Compensation
  • Optimizing Advisor Performance
  • Growing Financial Planning – Delivery Model and Fees
Compensation and Incentive Plan Design
  • Current Developments in Advisor Compensation Trends
  • What Really Matters in Incentive Plan Design
  • Are We Paying Our Financial Advisors Enough
  • Effective Advisor Compensation in Credit Unions
Advisor Training
  • New Advisor Experience – Financial Institution Advisors
Subject-Matter Expertise

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Speaking Engagements

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    The Bielan Group
    About Us
    The Bielan Group provides the Wealth Management Industry with the experience and resources to help firms make more informed decisions and enhance business performance.
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