Posted by
Asset managers are thinking about the next generation of investment professionals to ensure a smooth transition when key portfolio managers opt to retire or leave the firm. Dan Sondhelm shared his insights for this FundFire article.
Read More (Subscription Required)
Posted by
Asset management shops joining forces through mergers and acquisitions must reckon with an identity question: whether to dump, maintain or alter the combined firms’ legacy branding. Dan Sondhelm was included in this FundFire article.
Read More. (Subscription Required)
Posted by
Sondhelm Partners is pleased to announce that Dan Sondhelm will speak at the ICI Small Funds Sales & Marketing Roundtable, “How boutique asset managers are adjusting to covid-19.” Dan will discuss how boutique asset managers have rebounded from COVID, client engagement strategies, product development and mergers and acquisition trends. The webinar will be held February 11, 2021 at 2:00 pm ET.
You can learn more about the webinar here.
Posted by
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.
Posted by
Top marketers share firms’ priorities. Dan Sondhelm opined for this Fund Intelligence article.
Posted by
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.
Read More. (Subscription Required)
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)
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.
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.
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)
Connect
