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?
Category: In The News
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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Replay available for “Actionable Items for Marketing Success” webinar
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Foreside hosted Sondhelm Partners and SunStar Strategic, who provided best practices when it comes to your brand, social media, and content creation of your marketing collateral. Participants heard ideas on what an asset manager can do to make a difference in the next six months, tips for content development, how firms can get in front of the media and best practices for successful asset growth. To listen to the replay, click here.
How Your Email Marketing Reputation Can Hurt You
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For investment firms and financial advisors who rely on email marketing to grow their businesses, their digital reputation may be sabotaging their marketing efforts. Yes, if you do any level of email marketing, you develop a reputation. And, that reputation can have a major impact on the effectiveness of your marketing efforts. If you have a bad reputation, there’s a strong likelihood your emails won’t make it to the inboxes of your target audience.
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Development 8 Ways Marketers Can Get Portfolio Managers to Say “Yes”
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CNBC just called, but your portfolio manager is “unavailable.” Your head of sales wants your expert to talk in a due diligence conference to hundreds of advisors. “Sorry.”
Maybe they’re busy “managing the money,” or they’re uncomfortable or too introverted, or maybe they’re simply not interested in the topic. Regardless, how can you get your portfolio managers to better participate in the sales and marketing process?
Sondhelm Partners to Present in Foreside Webinar on Growth Strategies for Mutual Funds
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Dan Sondhelm will be part of a panel discussion about growth strategies for mutual funds and asset managers. The webinar, entitled “Actionable Ideas for Marketing Success” will focus on ways to enhance visibility and credibility and better look the part of a firm looking to compete for assets with the big guys. The webinar will be held Tuesday May 22, 2018. Marilyn Dale from SunStar Strategic will also be on the panel.
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