Competition in the wealth management space will continue to intensify, particularly when it comes to online client acquisition and retention. Without face-to-face interaction, how will firms differentiate from each other? Read more »
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: 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 »
Webinar Replay: Cohen Fund Services invited Dan Sondhelm to lead a webinar focusing on how boutique asset managers have adapted to client and prospect engagement, product development, and mergers and acquisitions. Read more »
In their struggle for visibility and engagement, asset managers are beginning to realize there is very little to differentiate themselves, which is why an increasing number of firms are turning their focus to timely content. Read more »
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 »
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 »