How Savvy Boutique Asset Managers are Adapting to the New Virtual Reality

In our latest webinar, we polled the audience to learn how boutique asset managers were engaging clients and prospects now. 36% say they have recently invested in digital/virtual communications, 40% say they have recently added to their sales and marketing technology and data and 20% say they are looking to acquire, adopt or hire as sub-advisors. Read more »

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 Read more »

4 Ways to Transform Your Firm’s Sales and Marketing Culture

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 »