Category: In The News


What Asset Managers Can Learn From Vineyards About Marketing

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Why do we need to spend time developing original content? My web site and wholesalers tell advisors and institutions everything they need to know. Consider the story of a local vineyard that successfully leverages its subject matter expertise to turn wine aficionados like me into loyal customers.

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How to Avoid Wasting Your Money on Marketing Automation

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Asset managers are purchasing marketing automation platforms which can cost between $1,500 and $2,500 per month on a subscription basis with long-term commitments. Yet, many are using it like a $100 per month, no commitment MailChimp or Constant Contact program. That’ like buying a Porsche and driving it like it’s a Hyundai. Why spend the money if you don’t benefit from more utility?

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A Flickertail Fundster Teams Up, Hires, and Hunts

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A fundster entrepreneur in the upper midwest is boosting his growth efforts in several ways including marketing, public relations, sales and adoptions. The firm hired Sondhelm Partners and partner Distribution Revolution.

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Dan Sondhelm to Speak On-site to a Large Series Trust Board

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Sondhelm Partners is pleased to announce that Dan Sondhelm will speak on-site to a major mutual fund series trust board next month. The discussion is designed to provide fund board education on growth (and survival issues) for existing and new boutique managers such as: the “build it and they will come” mentality is obsolete, the new era of difficult platforms, communications strategies to tell your story, right time to commit to growth, realistic efforts and expectations for startups and more. For Dan Sondhelm to be part of your board or firm’s next meeting, contact Dan Sondhelm.

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How to Get Introductions as a Highly Referable Advisor

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When asked where their very best clients came from, successful financial advisors will likely say “referrals,” which raises the question “why don’t more advisors ask for referrals?”

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Dan Sondhelm to Speak on a 3PM Webinar on Growth Through Digital Marketing

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Sondhelm Partners is pleased to announce Dan Sondhelm will be a panelist for a Third Party Marketing Association webinar. The webinar will help asset managers and third party sales firms use digital marketing to speed up the sales process and attract warm leads. The webinar will be held on March 26 at 3pm et. You can register at this link.

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Technology is Changing the Playing Field (and the Players)

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The unalterable trends transforming the asset management industry are forcing firms to question their business models with many scrambling to maintain relevance in an evolving value chain. Driven by the growth of low-cost investments and other pricing pressures, the long-entrenched dynamics of the advisor/asset manager relationship are changing. The article was published in Kurtosys.

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A Strategic Approach To Active Asset Management Survival And Sustainable Growth

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Understanding what strategy is—as a practical and powerful business management process and a specific manner of thinking and acting—the key question becomes how do we apply it to individual asset management firms? How do you shape a strategy that will become the direction, scope and future growth of your organization? Dan Sondhelm recently interviewed with Bill Hortz from the Institute for Innovation Development. The article was published in Financial Advisor.

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Integrity Viking Funds Commits to Growth and Expansion

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Integrity Viking Funds, a niche fund asset manager with a focus on income strategies across asset classes with a specialty in energy investing, is initiating a comprehensive growth strategy. They hired Sondhelm Partners and Distribution Revolution to support their effort.

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Top Low-Cost Educational Resources for Fund Marketers

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When a boutique firm’s primary business is the institutional or high net-worth marketplace, some executives would rather pay for investment research over mutual fund industry research. That may be a mistake. Read Dan Sondhelm’s latest contribution to 3PM.

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In The News Archives - Page 2 of 14 - Sondhelm Partners