RIA Wholesaling Best Practices with Dennis Gallant
November 2017 | Wholesaler Masterminds
Total assets under management with RIAs is hard to pinpoint.
But all can agree it is substantial enough that more and more firms are newly deploying or expanding their RIA sales teams.
But are they employing industry best practices in order to succeed?
Dennis Gallant, President of GDC Research, is an industry expert with over 25 years of diverse experience in market research, competitive analysis, tactical and strategic planning, business development, market validation for asset managers, insurance firms, broker-dealers, banks, clearing firms, and custodians, as well as various third party service and technology providers and is highly skilled in conducting in-depth interviews and surveys with key industry executives, experts, and financial advisors across all channels.
The well-attended Blue Vault session at the recent National Planning Holdings National Conference was very well received. The value of their products was evidenced by the volume of questions from the attendees. Stacy Chitty, Managing Partner, did an excellent job of explaining the history, strategy and value of Blue Vault data.