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Insights
The SEC’s New Modern Marketing Rule: Are You Prepared to Comply?
July 08, 2022
Less than 25% of investment managers admit they’ve fully instituted processes for complying with SEC’s Modern Marketing Rule (Rule 206(4)-1) that is scheduled to go into effect in less than four months. Do you understand the new requirements? Is your firm on track toward meeting these requirements? Our client Chris Ruppenstein of Synthesis shared his insight for sales, marketing, and compliance departments better conform to the new rules.
Tech Tools for Marketing (Part 2)
June 01, 2022
In the second of the two part series, I discuss additional tools that can automate the production of marketing materials, deliver greater efficiency, transparency and accountability to your sales processes and boost the effectiveness of your inbound marketing initiatives.
Tech Tools for Sales (Part 1)
May 18, 2022
Your sales team shouldn’t spend time researching RIA and broker-dealer web sites and conducting fruitless email marketing and cold call campaigns to advisors who are unlikely to use your strategies and mutual funds. There are a wide variety of technologies that can improve the quality and efficiency of your sales and marketing efforts. In the first of this two-part series, I’ll summarize services that can help you identify growth opportunities in different channels and discover insights around fund flows and specific customers.
Public Relations: Turning “Buzz” into New Business
May 03, 2022
As the number of boutique asset managers have proliferated over the years, it’s getting harder for even the best-performing shops to gain traction among advisors and institutions. While your firm’s direct marketing efforts are critical for generating inflows, an effective way to build the kind “buzz” around your firm that generates additional leads is through
In The News
Worth Its Weight in GLD: The Value of a Clever Ticker
August 03, 2022
Shops often use ticker symbols as branding tools for their products, but not all shops realize their marketing potential. Dan Sondhelm opined for this Ignites article.
Strive Taps SSGA for Institutional Distribution Push
August 02, 2022
The firm looks to bulk up sales team prior to inaugural ETF launches. Dan Sondhelm opined for this Traditional Fund Intelligence article.
AXS Partners with Canadian Research Firm for ‘TopGun’ ETF
July 27, 2022
The collaboration brings a foreign manager’s strategy to US financial advisors. Dan Sondhelm opined for this Traditional Fund Intelligence article.
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