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Insights
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
Thought Leaders vs Influencers in Asset Management – What’s the Difference?
April 21, 2022
In asset management, you’ve probably heard that becoming a thought leader may help raise your personal and professional stature. What about being an “influencer” and is there a difference between the two?
In The News
Marketing Teams Shine Amid Rocky Markets
June 07, 2022
Personalization, data and brand awareness is crucial to weathering the storm. Dan Sondhelm opined for this Ignites article.
A Small Fund Manager is Generating ETF Revenues That Rival Vanguard’s
June 07, 2022
Investors appear not to mind the sky-high fees — or its executives' incendiary tweets on BLM protests, gun violence, and more. Dan Sondhelm opined on this firm’s successes and liabilities for Insider.
Morningstar Downgrades T. Rowe, Virtus funds, Upgrades DFA
May 12, 2022
Retiring managers continue to pose challenges for the industry. What actions can firms do to promote younger talent and prepare them for greater responsibilities? Dan Sondhelm opined for this Traditional Fund Intelligence article.
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