Sondhelm Partners is pleased to announce that Dan Sondhelm will speak on-site to a major mutual fund series trust board next month. The discussion is designed to provide fund board education on growth (and survival issues) for existing and new boutique managers such as: the “build it and they will come” mentality is obsolete, the new era of difficult platforms, communications strategies to tell your story, right time to commit to growth, realistic efforts and expectations for startups and more. For Dan Sondhelm to be part of your board or firm’s next meeting, contact Dan Sondhelm.
When asked where their very best clients came from, successful financial advisors will likely say “referrals,” which raises the question “why don’t more advisors ask for referrals?”
Sondhelm Partners is pleased to announce Dan Sondhelm will be a panelist for a Third Party Marketing Association webinar. The webinar will help asset managers and third party sales firms use digital marketing to speed up the sales process and attract warm leads. The webinar will be held on March 26 at 3pm et. You can register at this link.
The unalterable trends transforming the asset management industry are forcing firms to question their business models with many scrambling to maintain relevance in an evolving value chain. Driven by the growth of low-cost investments and other pricing pressures, the long-entrenched dynamics of the advisor/asset manager relationship are changing. The article was published in Kurtosys.
Understanding what strategy is—as a practical and powerful business management process and a specific manner of thinking and acting—the key question becomes how do we apply it to individual asset management firms? How do you shape a strategy that will become the direction, scope and future growth of your organization? Dan Sondhelm recently interviewed with Bill Hortz from the Institute for Innovation Development. The article was published in Financial Advisor.
Integrity Viking Funds, a niche fund asset manager with a focus on income strategies across asset classes with a specialty in energy investing, is initiating a comprehensive growth strategy. They hired Sondhelm Partners and Distribution Revolution to support their effort.
When a boutique firm’s primary business is the institutional or high net-worth marketplace, some executives would rather pay for investment research over mutual fund industry research. That may be a mistake. Read Dan Sondhelm’s latest contribution to 3PM.
New technology is making it difficult for funds that fail to combine low costs, strong returns and brand equity to earn spots on investment lineups. To level the playing field, Dan Sondhelm recommends these eight strategies, as published in Money Management Executive.
Thought leadership is about creating insight that provides people with a different perspective on issues that matter to them. Authentic thought leadership challenges conventional wisdom while provoking or influencing thought. Memorable, insightful, and impactful thought leadership content is built on these key elements. This story was picked up on Nasdaq.
A growing number of fund companies realize that Registered Investment Adviser (RIA) firms are the future of the intermediary business. Read Dan Sondhelm’s latest contribution to 3PM.
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