This midyear report summarizes the combined insight of Sondhelm Partners’ Dan Sondhelm and SunStar Strategic’s Marilyn Dale. The conversation, which was originally presented in a webinar format with Foreside Distributors, covered topics from challenges in the industry through actionable marketing tips to implement today to stimulate asset growth.
Most firms review vanity website metrics such as visits and page views to look for visitor patterns. Smart firms now realize WHO is visiting and how engaged they are with your content may be more valuable.
The ETF giants' latest mutual fund-killing trick is free management of ETF portfolios -- perhaps the seeds of a massive freemium model. Dan Sondhelm and other industry professionals offered their insights for this article.
Dan Sondhelm will be part of a panel discussion about growth strategies for mutual funds and asset managers. The webinar, entitled “Actionable Ideas for Marketing Success” will focus on ways to enhance visibility and credibility and better look the part of a firm looking to compete for assets.
Sondhelm Partners is pleased to announce that Milin Iyer and Frank Serebrin will be presenting at the 2018 Integrated Advisors Summit in Dallas, TX on May 3rd. They will be speaking to the advisors about “How to be a Thought Leader in the Digital Era” and will offer strategies for success.