What is the Sales Desk Advisory Board?Dalbar’s Sales Desk Advisory Board offers a forum for leaders in financial services to work together and find solutions to effectively address increased pressures and gain efficiencies in gathering assets in challenging financial markets.

The Sales Desk Advisory Board meets two times per year and combines Dalbar’s most up to date industry expertise with a peer discussion forum on issues that are of the greatest importance to members. The meeting agenda typically includes:

• Updates on the latest Dalbar research
• Exchange of peer experiences and insights
• Special guest speakers

What are the Benefits of Board Membership?

• Access to Dalbar’s most recent research and the ability to implement changes to strategies based on the latest findings.
• Increase the effectiveness of inside wholesalers.
• Implement best practices and/or avoid pitfalls experienced by others.
• Stay abreast and prepare for the competitive pressures of change.
• Real time feedback on vendors and new software or technology based on hands on experience by other firms.
• The Dalbar Sales Desk Standards Report

When does the Board Meet?

Please click here for meeting dates.

What are the Membership Dues?Annual membership dues are $7,500. Membership dues are $5,500 for companies that participate in the Sales Desk Evaluation Program.