The Advisory Board for Cummunications in Financial Services marries DALBAR's industry expertise with a discussion of the issues that are of greatest importance to members. Topics are typically addressed in three segments:
- Latest DALBAR Research: Memebers gain exposure to DALBAR's latest findings and commentary on emerging issues. DALBAR's expertise and understanding of the standards and best practices in mutual fund, life insurance, brokerage, and retirement plan operations provides members with the latest trends on which to focus. In conjuction with DALBAR's in-depth analysis of consumer needs and preferences, members gain knowledge that is relevant to today's business challenges.
- Peer Experience and Insight: Members share information, ideas, and insights on crucial business issues and discuss how they manage the business, compliance, regulatory and technology issues for current and upcoming communication initiatives.
Special Guests: A key source for learning about leading edge developments is from people making the news. DALBAR brings in those peers and innovators who are successfully initiating change.
A one-year membership for the Advisory Board for Communications in Financial Services is:
- $3,500 to attend 3 meetings per year.
- $5,000 Corporate Membership to have two people from your company attend 3 meetings per year.
|
