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Event Details

"May NexGen Meeting 'Generating Referrals Through Centers of Influence'"
Event Details
Thursday, May 21, 2020
Program: 1:00 P.M. - Adjourn: 2:00 P.M.
Webinar
(818) 558-3908
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Cost
 pre-registeredAt the Door
Member $0 $25
Non Member $0 $25
 
Guest Speaker(s):

Brian Gallary, Senior Vice President, Head of Strategy & Consulting First Trust Portfolios L.P.


Event Schedule:
1:00 PMAnnouncements
1:10 PM"Generating Referrals Through Centers of Influence" - Brian Gallary
2:10 PMHappy Hour - Discussion Room


Event Details:
During this session, Brian will share with you a definable and repeatable process for generating referrals. You will learn how to create a healthy pipeline, conduct effective meetings and generate high quality referrals through centers of influence. There will be a Q&A session following the presentation.


 
This event has already past. You will no longer be able to RSVPs for this event.

Speaker(s):

Brian Gallary, Senior Vice President, Head of Strategy & Consulting First Trust Portfolios L.P.

Brian D. Gallary is a senior vice president and head of wealth management consulting for First Trust Portfolios L.P. Brian and his team are responsible for consulting with financial advisor practices on all aspects of business development, with a special focus on working with accountants and attorneys.

Prior to joining First Trust, Brian was a principal and head of advisor sales for Vanguard's Financial Advisor Services business. He was responsible for national sales of ETF's and mutual funds across all channels-including broker-dealers, registered investment advisors, and banks. Prior to Vanguard, Brian was a senior managing director for AllianceBernstein in New York. During his 12 years with the firm, he was responsible for building their institutional business in Australia, New Zealand, and Southeast Asia. He also started and ran the firm's private client offices in Minneapolis and Philadelphia, and was a managing director for the firm's private client practice in New York. Brian was also head of national sales for both the retail and sub-advisory sales groups for the firm. Before AllianceBernstein, Brian was an officer with Putnam Investments for four years and was with The Boston Company (Funds Distributor) for three years. Mr. Gallary earned a B.S. in Finance from Bentley College in 1992.



Please note: Reservations for the meetings must be made in writing and cannot be taken over the phone. You can either print the reservation form and fax it to the office or register online. Cancellations must be made 72 hours in advance to avoid being charged.

Please call the FPALA office at (818) 558-3908 with questions
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View Calendar >>
 

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