Category: In The News


Niche Marketing Helps Advisors Target Clients’ Lifestyle, Hobbies

Posted by

A rising trend: financial advisors angling for clients based on their demographic and personal traits such as clients’ age and generation, gender, sexual preference, marital status, religion and/or activities. Dan Sondhelm commented for the article.

Read more

Read More


A Pop Quiz on Why Email Marketing Is Good for You

Posted by

How much do you know about email marketing? Take this quiz to find out.

Read more.

Read More


Platform Cuts Force Boutiques to Survive

Posted by

Suddenly, due to platform rationalization, the economics of running a boutique fund or fund family have soured and the sustainability of funds that are vulnerable to outflows has come into question.

Read more.

Read More


Understanding the 3 Acts of Your Website for Better Leads

Posted by

Website landing pages, home pages, content pages, and contact pages are not the same thing. What then is the difference, and why should asset managers and wealth advisors care?

Read more.

Read More


The Many Benefits Hiring a Fractional CMO

Posted by

Have you ever considered hiring a part-time Chief Marketing Officer (CMO) to help grow your asset advisory or asset management firm? Did you even know that there was such a thing?

More formally, a part-time or outsourced CMO is called a Fractional Chief Marketing Officer.

Read more

Read More


18 Content Marketing Best Practices for 2018

Posted by

Content, content, content. It’s the “location, location, location” for 2018 and beyond for building a sales pipeline through marketing. Content done well can drive traffic, leads, and prospects along the sales funnel to satisfied, referral-providing clients.

However, only 30% of business-to-business marketers say their company is effective at content marketing, according to the Content Marketing Institute and MarketingProfs.

Read more

Read More


Why Knowing Who is Visiting Your Website is Important

Posted by

When it comes to stock selection, investment managers understand the application of top-down and bottom-up analytics. One focuses on the big picture of how the overall economy and macroeconomic factors drive the markets and stock prices, while the other one takes a deep dive into the fundamentals of a company literally from the bottom on up – two very different perspectives using two different sets of analytics for the same purpose of identifying the best investment opportunities. For a broader perspective, the greatest amount of insight, and actionable intelligence, some managers combine the two.

Read more

Read More


3 Ways to Boost Your Salespeople’s Results

Posted by

Certainly, a case can be made that salespeople have the toughest job in an asset management firm. Amid constant pressure from management to produce and natural resistance from prospects, they spend their days calling and trying to covert leads into prospects. They schedule, conduct and follow up with meetings, orchestrate the team to bring to the table, and travel extensively.

Read more

Read More


How the ETF Giants beat active managers at their own game

Posted by

The ETF giants’ latest mutual fund-killing trick is free management of ETF portfolios — perhaps the seeds of a massive freemium model. Dan Sondhelm and other industry professionals offered their insights for this article.
Read More

Read More


Replay available for “Actionable Items for Marketing Success” webinar

Posted by

Foreside hosted Sondhelm Partners and SunStar Strategic, who provided best practices when it comes to your brand, social media, and content creation of your marketing collateral. Participants heard ideas on what an asset manager can do to make a difference in the next six months, tips for content development, how firms can get in front of the media and best practices for successful asset growth. To listen to the replay, click here.

 

Read More

In The News Archives - Page 15 of 22 - Sondhelm Partners