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With everyone “going digital” with their content and events, it’s going to be harder than ever to rise above the noise. Asset managers should avoid these three things if they want to differentiate and gain assets in the coming year. Dan Sondhelm was included in this article.
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Top marketers share firms’ priorities. Dan Sondhelm opined for this Fund Intelligence article.
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John Hancock Investment Management has reorganized its sales team leadership, adding two new distribution roles. Dan Sondhelm opined for Ignites as to the timing of the change and why digital and value-added services will be part of the mix.
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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.
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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.
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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 focus and kick start the year with a sound growth strategy. Here are 9 things you need to focus on to get it done.
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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.
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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.
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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.
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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.
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