Introduction Dalbar is the financial community’s leading independent expert for evaluating and rating business practices, product quality, customer satisfaction, and service. Our senior leadership team is often asked to share Dalbar’s expertise and knowledge of where the industry is headed and how best to prepare for these changing dynamics and to discuss its research at industry conferences and client events.


Sample Meeting Topics Our speakers have presented on topics such as:

• Industry leading practices that set Websites apart
• The evolution of call center service
• Trends & Best Practices in Investor Statements
• Forecasts and impact of regulatory changes in financial services
• Fiduciary standards and the effects on current business models
• Investor behavior changes and effect on adviser practice
• Effective fee disclosure tactics

To learn more about our capabilities, please contact us at 617-723-6400.


What is the Cost?The fee for a Dalbar speaking engagement starts at $7,500. Costs for additional presentations and topics will vary. We invite you to call us.