The Sales Desk Advisory Board offers a forum for leaders in financial services sales 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 combines DALBAR's 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