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Firms that understand their clients do better in the marketplace. As the industry becomes more challenging, firms must move from investment-centric to client-centric messaging. Dan Sondhelm shared his insight for this article.
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Tech Tools for Stronger Mutual Fund Sales and Marketing (Three Part Educational Series)
Joint series between ICI Small Funds Committee and Sondhelm Partners
The largest asset management firms have armies of salespeople, dedicated digital marketing and content writers and public relations pros on staff. They also incorporate technology and data in these activities to be smarter and more efficient.
Small and mid-sized firms, though, often have limited resources to dedicate towards growth or have the “we’ve always done it that way” mentality.
While some are skilled at leveraging technology and using data, others may not know what is possible.
A global BCG survey of asset managers suggests that only 20-30% of firms are genuinely committed to using technology and data that could turbocharge retail and institutional distribution: segment advisors more precisely, improve prospecting and sales targeting, predict and reduce attrition, improve institutional interactions and create personalized marketing.
The ICI Small Funds Committee and Sondhelm Partners have partnered to offer a three-part series focusing on Tech Tools for Stronger Mutual Fund Sales and Marketing. In two webinars and the ICI Small Funds Committee semi-annual meeting, we will share insights on the types of problems that technology and data can solve, how the technologies work and who the providers are.
Sondhelm Partners CEO Dan Sondhelm will lead the sessions. The webinar panels will be comprised of service providers in the space. The semi-annual meeting discussion will feature mutual funds that use technology and data exceptionally well.
The Investment Company Institute (ICI) is the leading association representing regulated funds globally, including mutual funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts (UITs) in the United States, and similar funds offered to investors in jurisdictions worldwide. ICI seeks to encourage adherence to high ethical standards, promote public understanding, and otherwise advance the interests of funds, their shareholders, directors, and advisers. ICI’s members manage total assets of US$23.3 trillion in the United States, serving more than 100 million US shareholders, and US $6.9 trillion in assets in other jurisdictions. ICI carries out its international work through ICI Global, with offices in London, Hong Kong, and Washington, DC.
The ICI Small Funds Committee is a group of boutique fund firms who meet regularly to discuss opportunities and challenges for greater success. The Committee offers educational webinars, meetings and resources for their members.
Sondhelm Partners (SP) helps name brand and boutique asset managers, mutual funds, and ETF’s attract investors, strengthen distribution and build brands through marketing, public relations and sales strategies. SP also helps “match” mutual funds and firms for adoptions and acquisitions. SP works with clients who have good stories to tell and want to grow. SP CEO Dan Sondhelm has more than 25 years of experience in growing asset managers and mutual funds.
For more information, contact Dan Sondhelm at (703) 597-3863 or John Randall at (202) 326-5800.
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Plenty of PR pros balk at the notion that their jobs are only about securing media coverage and boosting brand visibility. Dan Sondhelm and other public relations pros offer insight as to why many practitioners shun the word “publicity.”
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Do you watch Billions? It’s an over-the-top, testosterone-charged soap opera centering around two alpha males who run a wildly successful hedge fund. Not all money management firms scream wealth, innovation, energy and success like Axe Capital. When it’s time to grow (or sell), take these steps to avoid making a bad impression, as published in NASDAQ.
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Gaining notoriety and AUM is a challenge without a long-term track record, an extensive distribution network and a well-planned marketing strategy.
Read more. (subscription required)
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Do you watch Billions? It’s an over-the-top, testosterone-charged soap opera centering around two alpha males who run a wildly successful hedge fund. Not all money management firms scream wealth, innovation, energy and success like Axe Capital. When it’s time to grow (or sell), take these steps to avoid making a bad impression, as published in Advisorpedia.
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Sondhelm Partners is pleased to announce that it will be a Bronze sponsor for the Ultimus Client Summit. The theme of the Summit is VISION 20/20: See opportunities for the upcoming year; Envision new business possibilities; and Apply a vision for strategy, planning and growth.
The Summit is designed for mutual fund professionals to learn and share experiences with others.
It will be held September 18-20, 2019, in Cincinnati.
You can learn more about the Summit here.
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Not every portfolio manager can become a rock star. But anyone can navigate towards becoming more visible, more respected and more influential. When your opinions really matter, you’ve arrived. This article was picked up by the 3PM blog.
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The importance of SEO in the digital marketing world has grown year over year. More consumers today make decisions online and it is key for businesses to have a digital presence. This has only made SEO harder for small businesses. In this article, Dan Sondhelm shared his thoughts along with other digital marketing experts.
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Not every portfolio manager can become a rock star. But anyone can navigate towards becoming more visible, more respected and more influential. When your opinions really matter, you’ve arrived. This article was picked up by Nasdaq.
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