RIA Wholesaling Best Practices with Dennis Gallant

November 16, 2017


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.

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Gregory De Jong, CFP, Co-Founder of Paragon Advisors, LLC.
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Blue Vault is just what advisors need to size up the different offerings in the nontraded REIT market. Just as importantly, it’s what the industry needs to encourage best practices among REITs.