Have you ever considered hiring a part-time Chief Marketing Officer to help grow your business? Did you even know that there was such a thing? Consider these 7½ benefits. Read more »
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 »
Most firms review vanity website metrics such as visits and page views to look for visitor patterns. Smart firms now realize WHO is visiting and how engaged they are with your content may be more valuable. Read more »
Midyear is the perfect time to assess your strategy to see what’s working and not working giving you ample opportunity to tweak or change direction. Read more »
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 »
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 »
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 »
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 »
One common challenge marketers face is getting your portfolio managers to say “Yes” to participating more often in the sales and marketing process. Here are some tips. Read more »
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 »
Have you ever considered hiring a part-time Chief Marketing Officer to help grow your business? Did you even know that there was such a thing? Consider these 7½ benefits. Read more »
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. 
Most firms review vanity website metrics such as visits and page views to look for visitor patterns. Smart firms now realize WHO is visiting and how engaged they are with your content may be more valuable. 
Midyear is the perfect time to assess your strategy to see what’s working and not working giving you ample opportunity to tweak or change direction. 
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. 
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?” 
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.
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? 
One common challenge marketers face is getting your portfolio managers to say “Yes” to participating more often in the sales and marketing process. Here are some tips. 
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
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