Investing in tactics can help, but your firm will be better off by encouraging greater flexibility and participation among those who can play a more effective role in delivering your message to the marketplace. Here are four suggestions to start this process. Read more »
Many boutique asset managers couldn’t or wouldn’t invest more on digital marketing. And this neglect has come back to haunt them. 
Emerging from the crisis successfully will test the resilience of every asset manager and challenge their assumptions about how to best allocate resources as the industry recovers. 
With the COVID-19 crisis curtailing on-site sales meetings and networking at conferences, asset managers have been scrambling to produce more digital content for consumption at home by their clients and prospects. But is upping the frequency enough to be heard? 
Some asset managers believe that performance is the story. But it’s not. It’s the attention-grabbing headline that your core investment narrative must always be proving, whether it’s on the pages of a commentary or your web site, spoken by a portfolio manager in a webinar or video, or summarized in a sales presentation. 
No one could anticipate the havoc the rapid spread of COVID-19 would wreak upon the global economy, including most asset managers. We wanted to get the pulse on how boutique asset managers are engaging clients and prospects and handling the pandemic. Our report is now available for download. 
Considering the unprecedented level of upheaval caused by an unexpected pandemic, even the best-laid plans are bound to fall off the rails, resulting in a current picture that looks nothing like what was envisioned six months ago. 
In this environment, sales managers and wholesalers need to take on the role of thought leadership ambassadors and communicate in multiple ways. This empowers advisors to choose how they want to interact with asset management firms. This article was written by our client Fugent and was picked up in MFWire.com. 
Our recent Sondhelm Partners webinar explained how the CEO at one boutique firm is literally leveraging the current work-at-home environment to make her videos stand out in a crowded field. 
With on-site visits and conferences off limits for the foreseeable future, nearly all asset managers are focused on building virtual communities of clients and prospects to communicate their news and views. Many advisors and consultants are already suffering from ‘digital overload.’ In our recent webinar, we outlined five strategies firms can use to make sure their voices don‘t get lost in the digital mix.
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