#308 RIA Wholesaling Best Practices with Dennis Gallant

Total assets under management at 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. GDC publishes numerous reports and white papers on various topics such as advisory trends, wealth management, portfolio construction, wholesaling, and financial advisor trends. Dennis has also written several recent studies on retirement income covering trends of consumers nearing and in retirement including consumer needs and challenges, identifying current industry efforts and advisor practices.