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 »
Are you an asset manager who has a great story to tell, but finds that investors aren’t paying as much attention as you’d like? Or perhaps you’ve been building your growth strategy and want additional ways to amplify your results? 
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? 
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.” 
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. 
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. 
Sales are so important, yet many firms actually practice sales prevention. Here are the ways and what they can do instead. 
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. 
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. 
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.
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