Maybe There Is A Free Lunch For Investors After All
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Economists often say “There is no such thing as a free lunch.” But Fidelity now offers free funds. Dan Sondhelm, one of several industry observers, commented on the move.
Category: In The News
Dan Sondhelm to Speak on Public Relations Panel at Celera Conference
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Sondhelm Partners is pleased to announce that Dan Sondhelm will participate in a panel discussion at the Celera Systems SalesStation Client Conference in Milwaukee, WI on September 27, 2018. The panel will discuss how PR and communications can be used to grow and retain assets and will offer strategies for success. Sondhelm Partners is also a proud sponsor of the event.
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.
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.
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