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.

 

 

Annual Sales Compensation Survey & Analysis

Goto Annual Sales Compensation Survey & AnalysisThe report provides quick access to accurate information that is specific to Mutual Funds, ETF's, Annuities, Insurance, Retirement Services and Managed Money. Data is compiled from survey questionnaires and qualified sales personnel interviews representing over one hundred companies, making it the key resource for compensation related decision-making.
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Will record ETF sales continue in 2017:
…INCREASE
55%
…STAY THE SAME 21%
…DECREASE 24%

Source: FinancialAdvisorsnet.com Dec 2016