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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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The COVID-19 situation has made it impossible to conduct in-person meetings or presentations. As a result, the popularity of webinars increased considerably. Dan Sondhelm shared his thoughts for a survey of 126 businesses and webinar hosts to find the change in their webinar hosting activities, plans for future in-person meetings, and tips on conducting a successful webinar.
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Sondhelm Partners is pleased to announce that Dan Sondhelm will speak at the 3PM Games: Dynamic Marketing Webinar. Dan will discuss how asset managers and mutual funds are using LinkedIn to attract and engage clients and prospects. Other speakers include the following: Trisha Sandoz from IMMS – best practices for RFP’s and databases; Tom Wagner from Advisorpedia – videos and podcasts; Kevin Guerrette from Ultimus Fund Solutions – product structures and channels. The webinar will be held October 20, 2020 at 10:00 am ET.
You can learn more about the webinar here.
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Sondhelm Partners is pleased to announce that Dan Sondhelm will speak at the 2020 Virtual Cohen Client Conference. Dan will discuss how boutique asset managers have rebounded from COVID, client engagement strategies, product development and mergers and acquisition trends. The conference will be held October 15, 2020.
You can learn more about the conference here.
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Investing in tactics can help, but your firm will be better off by encouraging greater flexibility and participation among those who can play a more effective role in delivering your message to the marketplace. Here are four suggestions to start this process. Read Dan Sondhelm’s latest contribution to NASDAQ.
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Study praises Federated Hermes, Barclays, but finds average asset manager website harder to read than an academic paper. Dan Sondhelm spoke to Fund Intelligence for this article.
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When President Trump deferred payroll taxes for four months, he created a lot of questions for clients. That gives you a chance to shine. Dan Sondhelm commented for this article.
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First impressions count. Asset managers finally scoring a meeting with an investment consultant or an asset owner aim to make sure things run as smoothly as possible. FundFire asked allocators and marketing consultants to share what they think asset managers should keep in mind to ace the virtual first meet. Dan Sondhelm opined for this article.
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