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To grow, firms need to be as active in the marketing and sales side of their business as they are in the investment side of their business. If you have a good story to tell, and you are committed to growth, all you need are the right strategies. Read Dan Sondhelm’s latest Money Management Executive article.
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Being a DMV entrepreneur comes with benefits making it unique to run a business. Dan Sondhelm discusses the opportunity for growth in the region for this article in CEO Blog Nation.
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Rising passive inflows, fee compression, increasing regulation, and platform rationalization continue to threaten the survival of boutique firms. As these trends come more sharply into focus, 2020 will be a pivotal year in which firms either get ahead of them or continue their slide into oblivion. As published in Advisorpedia.
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Shops often impede their own sales by keeping their best asset under wraps: portfolio managers. This recent article in Ignites focuses on this strategy to win over clients and provides tips for PMs to put their best foot forward. Dan Sondhelm was featured in this article.
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At some point, the bad times will return. When they arrive, some asset managers will find new revenue opportunities, while others will need to go into survival mode. The smart firms will anticipate where they could end up and start preparing for the inevitable. As published on Advisorpedia.
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At some point, the bad times will return. When they arrive, some asset managers will find new revenue opportunities, while others will need to go into survival mode. The smart firms will anticipate where they could end up and start preparing for the inevitable. As published on Nasdaq.
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There is still time to gain control and put a strategic plan in place for what will be a pivotal year for asset managers.
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The results your digital marketing program delivers are only as good as the quality of your content and the relevancy of the people you’re trying to reach. As seen on Advisorpedia.
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As asset managers continue to do more with less, substantial changes are taking place when it comes to selling mutual funds. Dan Sondhelm commented for this story in Financial Planning Magazine.
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Sales are so important, yet many firms actually practice sales prevention. Here are the ways and what they can do instead. As published on Nasdaq.
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