Category: In The News


Asset Manager Viability Requires Diversification

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One of the most fundamental tenets of investing and business is diversification — to avoid putting all one’s eggs into one basket.

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Why Email Marketing is Dead and Marketing Automation is Thriving

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As the financial services world continues its slow crawl into the digital age, boutique asset management firms and mutual fund companies are facing new challenges in marketing and growing their businesses. Many firms have reached a critical juncture in their marketing efforts where they must decide between what is easy and inexpensive. This story was picked up on 3PM.

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Three Ways to Boost Your Salespeople’s Results

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A case can be made that salespeople have the toughest job in an asset management firm. Yet, some firms still manage to compound the sales team’s difficulties by not providing what they need most, which is real marketing support. This story was picked up on 3PM.

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Technology is Changing the Playing Field and the Players

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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.

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Why Knowing Who Is Visiting Your Website Is Important

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Asset managers are looking for ways to maximize the ROI on their websites. Dan Sondhelm explains why approaching analytics from two perspectives works best, on the Kurtosys  blog.

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For Asset Managers, the Profit is in the Relationship

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At a time of rapid change, innovation and heightened competition, asset managers must invest in ways to better understand the needs of advisors and thoughtfully choose the right channels for interacting with them. This story was picked up on Nasdaq.

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For Asset Managers, the Profit Is in the Relationship

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The economic pressure that has weighed down asset managers over the last couple of years will continue to mount in 2019, especially as the tide of market-induced asset growth subsides.

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Now Is Not The Time For Advisors To Cut Back On Their Marketing

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During tough times, many financial advisors don’t always follow their own advice – to exercise patience and discipline – until the storm passes. Instead of forging ahead with their growth strategies, many look to cut marketing and communications when investors need it most. Dan Sondhelm’s latest contribution to Financial Advisor Magazine shares what advisors can do instead.

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What Does Your Online Presence Say About You?

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You have an online presence, either intentionally or unintentionally, or both. Go ahead and “Google” yourself or the name of your firm. Does anything come up on the first page of search results?

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What Does Your Online Presence Say About You?

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Dan Sondhelm’s first contribution for Nasdaq.com focuses on your online presence. Do you and your firm come up? If not, consider these strategies so clients, prospects and other important people can find you easily.

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In The News Archives - Page 4 of 14 - Sondhelm Partners