Posted by
To remain competitive in a world where effective virtual communications will become more important than on-site meetings, sales, marketing, client service and portfolio management teams will have to collaborate more closely than ever to develop laser-focused strategies for cultivating and retaining advisor relationships. Our recent industry report was referenced.
Posted by
Janus Henderson has not yet reported material growth in three years since the mega merger. How can they drive modernization across products, capabilities and global client servicing going forward? Dan Sondhelm commented for this article.
Read More (Subscription Required)
Posted by
Since the COVID-19 crisis began, many boutique asset managers have scrambled to “catch up” to their tech-savvy competitors, as published in Advisorpedia.
Posted by
COVID-19 is Accelerating the Need for a Digital Marketing Transformation. This is Dan Sondhelm’s latest contribution for Advisorpedia.
Posted by
The twin slams of the spread of the Coronavirus and the first bear market in a decade have created the most challenging environment for asset managers since the Great Recession. This article by Dan Sondhelm was published in Advisorpedia.
Posted by
Flows into active fixed income strategies face headwinds as the COVID-19 market shock produces large performance dispersions, and long-term trends like the low-yield environment and a shift to passive continues. What should institutional asset managers do to keep their clients? Dan Sondhelm opines for FundFire.
Posted by
With the coronavirus pandemic keeping fund workers at home, sales teams must work harder to make sure their e-mails stand out in advisors’ crowded inboxes. Dan Sondhelm shares his best practices in Ignites.
Posted by
It has become more difficult grow and scale a hedge fund business, with more closures than launches in recent years – and 2020 looks likely to only accelerate the trend, according to recent data. If you build it, investors won’t necessarily come, according to Dan Sondhelm who shared his Insight for this article.
Read More (Subscription required).
Posted by
Five top financial marketing experts discuss 17 things a great financial advisor’s website should have. Dan Sondhelm discusses owning a niche, committing to timely content, earning news coverage and a meeting scheduling tool in this article.
Posted by
Brush up on your people skills, because they’re going to be the most important part of your practice — not the numbers. Dan Sondhelm was included in Capital Group’s recent article.
Read More. (Subscription Required)
Connect
