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Insights
Article Goes Viral with a Little Help
November 04, 2019
I've earned my share of retweets, likes and followers on Twitter over the years. But four years ago this month, Donald Trump helped a few of us become famous, sort of.
Ready? Set? Go to an Industry Conference
October 31, 2019
Industry conferences can be a great place to showcase your funds and engage advisors. They provide unparalleled opportunities for you to play with the big boys, setting up your booth alongside some of the most well-known brands in the industry. Is it really worth the money?
5 Strategies for Getting Salespeople to Adopt New Tech
October 28, 2019
Salespeople like doing things their way and can be resistant to change, especially when it comes to implementing new sales technologies. Katie Martz at Synthesis, our client, discusses five strategies for improving adoption in MFWire.com.
13 Considerations for Stronger Mutual Fund Marketing and Sales
October 24, 2019
Are you an asset manager who has a great story to tell, but finds that investors aren’t paying as much attention as you’d like? Or perhaps you’ve been building your growth strategy and want additional ways to amplify your results?
In The News
Marketing Automation + CRM Integration: The Formula for Speedier and Superior Inbound Marketing
November 07, 2019
As more asset managers expand their use of digital marketing, we were invited to speak at the recent Satuit webinar.
Leveraging Technology to Turbo Charge Your Sales & Marketing Game, Part 1
October 30, 2019
According to presenters of Tech Tools for Stronger Mutual Fund Sales and Marketing webinar recently presented by the ICI Small Funds Committee and Sondhelm Partners, boutique firms are adding technology to better compete with the biggest players.
Beware Of The Pink Trap
October 17, 2019
More women than ever are earning graduate degrees, leading Fortune 500 companies, and spearheading financial decisions large and small. Marketing to this increasingly powerful group requires a different way of thinking. Read on for TD Ameritrade’s tips from Dan Sondhelm and other marketing pros to target and engage female clients and prospects in an effective way.
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