DGL CONSULTANTS

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Experience. Knowledge. Expertise.

DGL Consultants provides management consulting with primary expertise in compensation strategies and executive search services exclusively to financial product distributors — mutual fund, annuity, retirement, managed money and alternative investments.

  • DGL has supported the strategic planning needs of investment management firms since 1984.
  • We are a boutique firm with total focus on retail distribution enabling us to better understand and give value to both the process of knowing the client's needs and aligning talent with business strategies.
  • Nationally recognized as a leading authority on the compensation and recruitment of investment sales and marketing professionals for the wholesale environment.

Clients retain DGL Consultants to gain the benefits that come from a deep consulting relationship. Others use our services selectively to meet specific business needs. We view every retained search, management advisory and compensation engagement as an opportunity to add high-level consultative value to our clients.

Our clients are supported by the insights and knowledge of our research and length of experience in the financial services industry. We provide feedback, identity obstacles, advise on workable solutions, and guide our clients to achievement of success.

 

 

Defined Contribution (401k, 403b & 457 plans) Retirement Sales Compensation Survey: Small to Midsize Plan Markets

Goto DC Retirement Sales Compensation SurveyThe report benchmarks the compensation levels for six key retirement plan sales and service roles. Distribution is primarily through financial advisors (e.g., registered reps, RIA's and consultants) that sell retirement plans, investment only products and record-keeping services to small & midsize companies.
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Defined Contribution (401k, 403b & 457 plans) Retirement Sales Compensation Survey: Large Plan Markets


Conducted biennially, this survey will be fielded in early 2020. Distribution is primarily through plan sponsors, intermediaries and consultants in the large plan retirement markets. Click here to let us know if you plan on participating in the survey or if you need additional information.