Marketing Heads Focus on Content Personalization, Messaging Around Innovation and ESG for 2021
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Top marketers share firms’ priorities. Dan Sondhelm opined for this Fund Intelligence article.
Category: In The News
John Hancock Shuffles Sales Team Leadership
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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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The Sub-$100bn Firms That Had Big 2020 Flows
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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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Webinar Replay: Dan Sondhelm Presented at 3PM Webinar on Growth
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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.
9 Easy Steps to Develop Your Strategic Plan in 30 Days
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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.
Active US Fixed Income Flows Hit Another Record
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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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7 Ways To Get Your Customers to Read Your Emails
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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.
Managers Urge Investors to Keep Emotions in Check as Vote Count Drags On
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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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How to Effectively Use Lead-Generation Services
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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.
Rise in Webinar Hosting During COVID – 19
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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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