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. 
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. 
Many boutique asset managers couldn’t or wouldn’t invest more on digital marketing. And this neglect has come back to haunt them. 
Emerging from the crisis successfully will test the resilience of every asset manager and challenge their assumptions about how to best allocate resources as the industry recovers. 
With the COVID-19 crisis curtailing on-site sales meetings and networking at conferences, asset managers have been scrambling to produce more digital content for consumption at home by their clients and prospects. But is upping the frequency enough to be heard? 
Some asset managers believe that performance is the story. But it’s not. It’s the attention-grabbing headline that your core investment narrative must always be proving, whether it’s on the pages of a commentary or your web site, spoken by a portfolio manager in a webinar or video, or summarized in a sales presentation.
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