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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
BlackRock bought a money manager to expand in private credit. Insiders say the deal has now led to an exodus of frustrated employees
September 21, 2022
After BlackRock acquired private credit firm Tennenbaum Capital Partners, more than a dozen employees left the small investment team. Dan Sondhelm commented for this Insider article about why demand for private credit has created opportunities for top executives to join other firms or become an entrepreneur.
Sondhelm Partners is Proud to be Shortlisted in Hedgeweek Awards Best Third-Party Marketing Category
September 21, 2022
The nominated service providers are based on a widespread survey of more than 500 fund managers and other key industry participants.
Digital Divide: 63% of Savers Need Human Help with 401(k)s
September 19, 2022
Most retirement plan recordkeepers are investing heavily in their digital offerings, but much of that spending may be lost on participants, a recent survey suggests. Dan Sondhelm opined for this Ignites article.
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