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The worlds of crypto and traditional finance are set to collide, and mergers and acquisitions will play a key role, according to industry watchers. Dan Sondhelm opined for this Blockworks article.
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If you have been too busy being reactive to focus on your distribution strategy for 2021, don’t worry, there is still time to kick start the year with a sound growth strategy. Here are 9 things you need to focus on to get it done. Dan Sondhelm’s article was picked up on 3PM blog.
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Analysts consider ETF line-ups, potential cost savings, and possible job cuts. Dan Sondhelm opined for this Traditional Fund Intelligence article.
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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 Nasdaq.
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The firm aims for operating margin improvements amid passive pressures. Dan Sondhelm opined for this article in Traditional Fund Intelligence.
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“Normal” will not return. The new professional playground in wealth management is the digital realm. That requires a change in the way that we think about online engagement. It is not a temporary solution as we wait for the pandemic to go away. It’s how we do business now. This article was picked up by Advisorpedia.
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Alexandria, VA, September 10, 2021 – Chase Investment Counsel recently won the “Best Investment Website” award for the American Marketing Association’s 25th annual International WebAward competition.
“This award recognizes Chase Investment Counsel as a leader in marketing and communications for wealth management firms,” said Jennifer L. King, Chase’s CEO. “Chase is proud to be associated with past esteemed winners, such as John Hancock, Standish Mellon, and Lending Club.”
Sondhelm Partners created and manages the website as part of Chase’s overall client engagement strategy.
“Chase Investment Counsel is committed to engaging with clients and prospects, and growing assets under management, through content and digital strategies,” said Dan Sondhelm, CEO of Sondhelm Partners. “The award acknowledges that Chase is building on its long-term strategic plan to gain visibility for its wealth management expertise.”
The Web Marketing Association is an independent organization founded to evaluate and recognize the standard of excellence on the World Wide Web.
Judging criteria includes design, innovation, content, technology, interactivity, copywriting, and ease of use.
Websites were evaluated by an elite list of judges who are corporate, advertising, and financial industry professionals with a thorough understanding of best practices in website strategies. Companies represented include Blackrock, Answer Financial, Bank of Montreal, Discover Financial Group, Longboard Asset Management, Fidelity Investments, William O’Neil + Co., Wealth Management News Service, USA Network, Univision, Tyco International, TransUnion, The Kennedy Center, Salesforce, Progressive Media Group, and more.
Judges volunteered their valuable time, energy and expertise to help raise the standard of excellence of website development. The Web Marketing Association acknowledges their contributions and dedication making the WebAward Competition the premier annual contest for web developers and marketers.
About Chase Investment Counsel
Chase Investment Counsel is a boutique wealth management firm owned by the Chase family and employees. Derwood S. Chase, Jr. founded Chase Investment Counsel in 1957 to provide investment management to individuals and families throughout Virginia. During the firm’s 60-year history, multi-generational families have relied on Chase for investment advice. Chase Investment Counsel is proud of the durability of those relationships and its ability to help preserve and grow wealth over many economic and market cycles.
About Sondhelm Partners
Sondhelm Partners helps asset managers, mutual funds, ETFs, hedge funds and private funds, wealth managers, and fintech companies attract investors and build brands through marketing, public relations, and sales strategies. Founded in 2016, the firm develops high performing websites that focus on generating new leads, visitor engagement, and actionable analytics that can be integrated with other digital and personal sales and marketing activities. Earlier this year, Sondhelm Partners built the award-winning websites for F/m Investments and F/m Funds.
For More Information
For more information, please contact Dan Sondhelm at 703-597-3863 or dan@sondhelmpartners.com.
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If your asset management firm is considering building or updating your website, it can be a struggle to ensure it is built for growth. Does your website help you look the part of a serious firm? Does it attract leads? Frank Serebrin’s article was republished in Advisorpedia.
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Our southern Louisiana-based colleague Phaedra Perkins has played an active role on the ground providing resources to those affected by Hurricane Ida. Sondhelm Partners made a donation to the American Red Cross to support her effort. The American Red Cross prevents and alleviates human suffering in the face of emergencies by mobilizing the power of volunteers and the generosity of donors. Click here for more information.
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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 Advisorpedia.
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