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 »Taking Action for Marketing Success
Posted by Dan Sondhelm
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 »Why Knowing Who is Visiting Your Website is Important
Posted by Dan Sondhelm
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 »Ask Hard Questions at Your Midyear Review
Posted by Dan Sondhelm
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 »FinTech and Asset Management
Posted by Dan Sondhelm
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 »Three Ways to Boost Your Salespeople’s Results
Posted by Dan Sondhelm
A case can be made that salespeople have the toughest job in an asset management firm. Yet, some firms still manage to compound the sales team’s difficulties by not providing what they need most, which is real marketing support. Read more »Launching a Mutual Fund: The Cost of Success
Posted by Dan Sondhelm
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
Posted by Dan Sondhelm
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
Posted by Dan Sondhelm
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 »8 Ways Marketers Can Get Portfolio Managers to Say “Yes”
Posted by Dan Sondhelm
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 »
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