Taking Action for Marketing Success

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. Read more »

FinTech and Asset Management

David Halligan, from SalesFocus Solutions, the maker of the MARS Product Suite, shared his insight with Financial Advisor Magazine on the FinTech-Asset Management working relationship and how it can become a long-term strategic partners. SalesFocus is a client. Read more »

Launching a Mutual Fund: The Cost of Success

how to launch a mutual fund Typically, when an investment advisor thinks about launching a mutual fund, they ask, “How much does it cost to launch a mutual fund?” Jace Schuppan, at Ultimus Fund Solutions, penned an article focusing on the more prudent question, “How much does it cost to launch a successful mutual fund?” Read more »

Three Strategies to Manage a Crisis

crisis management firm for fund managers A crisis and its accompanying reputational damage can be caused by many different factors but it’s how the organization responds to the crisis that determines the extent of the damage. Read more »

Your Email Marketing Reputation Can Hurt You

email marketing firms for asset managers Don’t let your digital reputation sabotage your marketing efforts. If you do any level of email marketing, you develop a reputation. A bad reputation will block emails from getting to the inboxes of your target audience. How does a sender reputation go bad and what should you do about it? Read more »

5 Email Marketing Mistakes and What to Do Instead

Despite the growing popularity of social media and texting, email marketing remains a highly effective way to communicate with prospects and clients, which is why most boutique asset managers and fund firms engage in email marketing at some level. For firms that have been doing it for a while, email marketing is fairly straightforward. They Read more »

Why Email Blasts Are Dead and Marketing Automation is Thriving

email marketing firms for financial managers As the financial services world continues its slow crawl into the digital age, boutique asset management firms and mutual fund companies are facing new challenges in marketing and growing their businesses. Many firms have reached a critical juncture in their marketing efforts where they must decide between what is easy and inexpensive but no longer Read more »