Category: In The News


The Sub-$100bn Firms That Had Big 2020 Flows

Posted by

2020 was a challenging year for all, but many boutique asset managers not only survived but thrived. Dan Sondhelm commented on some recent trends including subadvisory for this Fund Intelligence article.

Read More  (Subscription Required)

Read More


Webinar Replay: Dan Sondhelm Presented at 3PM Webinar on Growth

Posted by

Dan Sondhelm spoke at the Third Party Marketers (3PM) webinar “How to Strengthen your 2021 Growth Strategy in Spite of Covid-19.”

It’s been quite a year for boutiques. No one could have anticipated how the pandemic would affect asset managers and mutual funds. Despite the challenges that accompany our collective “new normal”, many firms have handled these sudden changes well and are poised for growth in 2021. In this webinar, growth expert Dan Sondhelm discussed the following topics:

• How boutique asset managers strengthened client and prospect engagement during the pandemic

• Basic, intermediate and advanced digital strategies to help your sales team sell more

• Questions to ask yourself as you finalize your 2021 growth strategy

Dan also shared poll data from Sondhelm Partners’ recent webinar, Client Engagement in Spite of Covid-19: How Boutique Asset Managers are Adjusting to the New Reality,” where they asked 150+ boutique asset managers how they believe they have handled the industry’s most pressing sales and marketing challenges related to the pandemic.

Watch the Replay.

Read More


9 Easy Steps to Develop Your Strategic Plan in 30 Days

Posted by

If you have been too busy being reactive to focus on your distribution strategy for 2021, don’t worry, there is still time to focus and kick start the year with a sound growth strategy. Here are 9 things you need to focus on to get it done.

Read More

Read More


Active US Fixed Income Flows Hit Another Record

Posted by

Growing comfort with risk since the onset of the pandemic has boosted institutional flows into active U.S. fixed income strategies and pushed the category to new heights, after a string of cumulative quarterly net outflows. Dan Sondhelm commented for this article in FundFire.

Read More  (Subscription Required)

Read More


7 Ways To Get Your Customers to Read Your Emails

Posted by

The end of the year is the ideal time to re-engage with customers and jump-start flagging email marketing campaigns. PC Mag asked marketing experts the best ways to attract subscribers and promote sales in Q4. Dan Sondhelm shared his insight for this article.

Read More

Read More


Managers Urge Investors to Keep Emotions in Check as Vote Count Drags On

Posted by

Asset managers have increased webcasts, blog posts, videos and other commentary to address the uncertainty of the election to calm investors’ fears. But is this a good strategy for all firms? Dan Sondhelm shared his thoughts with FundFire.

Read More (Subscription Required)

 

Read More


How to Effectively Use Lead-Generation Services

Posted by

For advisory firms, paying for qualified prospects from lead-generation services can be profitable if you have a process in place to capture, follow up with, and nurture these opportunities. Advisor Perspectives picked up Dan Sondhelm’s latest contribution.

Read More

Read More


Rise in Webinar Hosting During COVID – 19

Posted by

The COVID-19 situation has made it impossible to conduct in-person meetings or presentations. As a result, the popularity of webinars increased considerably. Dan Sondhelm shared his thoughts for a survey of 126 businesses and webinar hosts to find the change in their webinar hosting activities, plans for future in-person meetings, and tips on conducting a successful webinar.

Read More

Read More


Sondhelm Partners to Speak at 3PM Games: Dynamic Marketing Webinar

Posted by

Sondhelm Partners is pleased to announce that Dan Sondhelm will speak at the 3PM Games: Dynamic Marketing Webinar. Dan will discuss how asset managers and mutual funds are using LinkedIn to attract and engage clients and prospects. Other speakers include the following: Trisha Sandoz from IMMS – best practices for RFP’s and databases; Tom Wagner from IRIS – videos and podcasts; Kevin Guerrette from Ultimus Fund Solutions – product structures and channels. The webinar will be held October 20, 2020 at 10:00 am ET.

You can learn more about the webinar here.

Read More


Sondhelm Partners to Speak at 2020 Virtual Cohen Client Conference

Posted by

Sondhelm Partners is pleased to announce that Dan Sondhelm will speak at the 2020 Virtual Cohen Client Conference. Dan will discuss how boutique asset managers have rebounded from COVID, client engagement strategies, product development and mergers and acquisition trends. The conference will be held October 15, 2020.

You can learn more about the conference here.

Read More

In The News Archives - Sondhelm Partners