No one could anticipate the havoc the rapid spread of COVID-19 would wreak upon the global economy, including most asset managers. We wanted to get the pulse on how boutique asset managers are engaging clients and prospects and handling the pandemic. Our report is now available for download. Read more »
Considering the unprecedented level of upheaval caused by an unexpected pandemic, even the best-laid plans are bound to fall off the rails, resulting in a current picture that looks nothing like what was envisioned six months ago. 
In this environment, sales managers and wholesalers need to take on the role of thought leadership ambassadors and communicate in multiple ways. This empowers advisors to choose how they want to interact with asset management firms. This article was written by our client Fugent and was picked up in MFWire.com. 
Our recent Sondhelm Partners webinar explained how the CEO at one boutique firm is literally leveraging the current work-at-home environment to make her videos stand out in a crowded field. 
With on-site visits and conferences off limits for the foreseeable future, nearly all asset managers are focused on building virtual communities of clients and prospects to communicate their news and views. Many advisors and consultants are already suffering from ‘digital overload.’ In our recent webinar, we outlined five strategies firms can use to make sure their voices don‘t get lost in the digital mix. 
With passively managed funds dominating inflows over the past decade, market prognosticators said it would take a bear market to convince investors to reconsider actively managed funds again. Well, advisors and institutions may be more willing to listen to your success story. Our recent webinar explained how boutique firms can position their active management success stories front and center among their clients and prospects, even in a work-at-home world. 
How are boutique and emerging asset management firms dealing with the pandemic and keeping clients and prospects engaged? Watch our webinar replay now. 
For asset and wealth managers, achieving thought leadership is essential. Thought leaders are viewed as people of influence, with recognized expertise, credibility and strong reputations. Thought leaders are financial professionals whose words matter. Of course, it’s difficult to become a thought leader. It requires a plan and a commitment to do the four things that most people won’t do. 
PR and SEO have very similar objectives, particularly authority. But an increasing number of asset managers are realizing that a good PR strategy coupled with a good SEO strategy can ensure your firm's content is actually found by the people who actually want it. 
The twin slams of the spread of the Coronavirus and the first bear market in a decade have created the most challenging environment for asset managers since the Great Recession. How are asset managers handling the pandemic and client engagement?
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