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Insights
The Key to Engaging Financial Advisors: Wholesalers, White Papers, and Podcasts
May 16, 2023
What captivates financial advisors? Skilled wholesalers, insightful digital content, or a blend? Let's explore two recent surveys to unravel this mystery.
How to Stop Email Tag (and Rules to Confirm the Meeting Faster)
March 22, 2023
Few things are more important than securing a meeting with a key prospect or client, particularly when time is of the essence. Unfortunately, many boutique asset managers inadvertently complicate the process of scheduling meetings by getting caught up in unnecessary email tag, resulting in a loss of urgency and missed opportunities. Do this instead.
Developing a Personal Backstory that Resonates with Clients
February 28, 2023
Investors and potential clients crave a deeper understanding of the person managing their money. They want to know what shaped their values, what inspired them to pursue a career in asset management, and what personal experiences have influenced their investment strategies. This is where a personal backstory comes in.
How to Enhance Your Conference Room for Virtual Meetings and Win More Business
February 14, 2023
As the financial industry has returned to the office, boutique asset managers need to take their conference room virtual meetings more seriously to look the part of a serious firm and win more business. This additional effort will help you convert more prospects to clients and keep existing clients longer.
In The News
Coming Up To Speed on a Whirlwind Era for Advisor Technology
May 24, 2023
Explore the AI revolution transforming the financial advisory sector, reshaping investment strategies, and empowering advisors with cutting-edge technology. Dan Sondhelm opined for this article in BISA Portfolio.
Invesco to Swap Tickers on 11 ETFs in Rebrand
May 22, 2023
Invesco will change the tickers for 11 products in its suite of equal-weight ETFs that track the S&P 500. Dan Sondhelm opined for this Ignites article.
‘Vanishing Advisors’ Ghost Wholesalers
April 13, 2023
Remote working and the availability of digital tools have changed the way salespeople engage with advisors. Dan Sondhelm opined for this Ignites article.
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