#GreenLiving: Fidelity Uses Social Media to Promote ESG
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Fidelity has turned to social media to make its new sustainability chief into a green influencer. Dan Sondhelm commented for the Ignites article.
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Category: In The News
Webinar Replay: Dan Sondhelm Leads UMB Webinar On Growth Strategies For Asset Managers
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The webinar replay is live. Dan Sondhelm collaborated with UMB Fund Services on a webinar focusing on growth strategies for asset managers. With other industry leaders, Dan moderated a conversation on managing growth as we come out of the pandemic including M&A, subadvisory, digital marketing, and public relations.
Breaking Through The Wall: A Cold Email Strategy That Actually Worked
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Normally this financial advisor trashes product-and-performance-pushing cold emails, but he acted on this one because it demonstrates the wholesaler’s willingness to spend time to research both the firm and his background. Dan Sondhelm’s article was picked up by Advisorpedia.
The Little Things Can Equal Big Money For Asset Managers
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Often, it is the little things that go a long way – not only in life, but in the asset management industry. Industry professionals say simply taking a few minutes out of your day to send an e-mail can bring a significant return to managers. Dan Sondhelm opined for this FIN News article.
Emerging Managers Gain Ground in Hedge Fund Market Rebound
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Investor demand for emerging hedge fund managers has gotten a boost from high returns across the industry this year, following a difficult stretch during the pandemic when many allocators retreated to established relationships and pulled back on due diligence of new strategies. Dan Sondhelm opined for this FundFire article.
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Are “Swag Campaigns” a Marketing Gift or Curse?
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Over the past few months, I’ve received several “cold swag” gifts – boxes of delicious cookies and a pound of gourmet coffee. Then these vendors barraged me with follow up emails. I wonder whether the return on investment of these cold-swag campaigns justifies their costs. And under what situations should they be used? Dan Sondhelm’s recent article was picked up in Advisorpedia.
4 Ways to Transform Your Firm’s Sales and Marketing Culture
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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. Dan Sondhelm’s recent article was picked up in Advisorpedia.
PGIM Joins Direct Indexing Rush with Green Harvest Buy
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Deal the latest in a flurry of acquisitions across the industry. Dan Sondhelm opined for this Traditional Fund Intelligence article.
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12 Ways to Strengthen Your Asset Management and Mutual Fund Website
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How can you tell whether your website is helping or hindering your efforts? A good way to start is to evaluate its effectiveness by candidly answering 12 key diagnostic questions. This article was published in 3PM.
Dan Sondhelm to Speak at Ultimus M&A Webinar for Asset Managers
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Sondhelm Partners collaborated with Ultimus Fund Solutions on a webinar entitled, “Growing strategically through mergers, fund acquisitions, subadvisory and lift outs.” Dan Sondhelm will discuss why asset managers have embraced this growth strategy and the current trends to help you be part of stronger opportunities. This webinar is exclusively for clients of Ultimus Fund Solutions.
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