Webinar Replay: Client Engagement in Spite of Covid-19: How Boutique Asset Managers are Adjusting to the New Reality

Webinar Replay: How is your asset management firm weathering the storm? In this interactive webinar, growth expert Dan Sondhelm discussed industry trends, best practices and interesting data from conversations with numerous asset managers, industry news reports, and from Sondhelm Partners recent report, “How Boutique Asset Managers are Adjusting to the New Reality.” Read more »

Webinar Replay: Dynamic Marketing for Asset Managers

3pm Logo Webinar Replay: The Third Party Marketers Association invited Dan Sondhelm to speak on a panel on dynamic marketing for asset managers. Dan Sondhelm spoke about how to better use LinkedIn. Other experts discussed digital marketing and institutional databases. Read more »

Time to Prepare Now for the Future of Wholesaling

Mutual Fund Wire With wholesalers now bound to their desks (or their homes) for the immediate future, what should sales managers do to prepare today for the future of wholesaling? Our client Fugent's Michelle DeMond-Axelrod penned this article for MFWire.com. Read more »