Abby Johnson Makes an Up-Sell Play for Millennials
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The play to out-Vanguard Vanguard gets stony response from competitors but analysts, including Dan Sondhelm, say Fidelity may actually be a quick study in the freemium game.
Category: In The News
Niche Marketing Helps Advisors Target Clients’ Lifestyle, Hobbies
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A rising trend: financial advisors angling for clients based on their demographic and personal traits such as clients’ age and generation, gender, sexual preference, marital status, religion and/or activities. Dan Sondhelm commented for the article.
A Pop Quiz on Why Email Marketing Is Good for You
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How much do you know about email marketing? Take this quiz to find out.
Platform Cuts Force Boutiques to Survive
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Suddenly, due to platform rationalization, the economics of running a boutique fund or fund family have soured and the sustainability of funds that are vulnerable to outflows has come into question.
Understanding the 3 Acts of Your Website for Better Leads
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Website landing pages, home pages, content pages, and contact pages are not the same thing. What then is the difference, and why should asset managers and wealth advisors care?
The Many Benefits Hiring a Fractional CMO
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Have you ever considered hiring a part-time Chief Marketing Officer (CMO) to help grow your asset advisory or asset management firm? Did you even know that there was such a thing?
More formally, a part-time or outsourced CMO is called a Fractional Chief Marketing Officer.
18 Content Marketing Best Practices for 2018
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Content, content, content. It’s the “location, location, location” for 2018 and beyond for building a sales pipeline through marketing. Content done well can drive traffic, leads, and prospects along the sales funnel to satisfied, referral-providing clients.
However, only 30% of business-to-business marketers say their company is effective at content marketing, according to the Content Marketing Institute and MarketingProfs.
Why Knowing Who is Visiting Your Website is Important
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When it comes to stock selection, investment managers understand the application of top-down and bottom-up analytics. One focuses on the big picture of how the overall economy and macroeconomic factors drive the markets and stock prices, while the other one takes a deep dive into the fundamentals of a company literally from the bottom on up – two very different perspectives using two different sets of analytics for the same purpose of identifying the best investment opportunities. For a broader perspective, the greatest amount of insight, and actionable intelligence, some managers combine the two.
3 Ways to Boost Your Salespeople’s Results
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Certainly, a case can be made that salespeople have the toughest job in an asset management firm. Amid constant pressure from management to produce and natural resistance from prospects, they spend their days calling and trying to covert leads into prospects. They schedule, conduct and follow up with meetings, orchestrate the team to bring to the table, and travel extensively.
How the ETF Giants beat active managers at their own game
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The ETF giants’ latest mutual fund-killing trick is free management of ETF portfolios — perhaps the seeds of a massive freemium model. Dan Sondhelm and other industry professionals offered their insights for this article.
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