In The News Archives - Page 41 of 47

Category: In The News

Sondhelm Partners to Present in Foreside Webinar on Growth Strategies for Mutual Funds

Posted May 10, 2018 by Dan Sondhelm

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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5 Email Marketing Mistakes and What to Do Instead

Posted April 30, 2018 by Dan Sondhelm

Despite the growing popularity of social media and texting, email marketing remains a highly effective way to communicate with prospects and clients, which is why most boutique asset managers and fund firms engage in email marketing at some level. For firms that have been doing it for a while, email marketing is fairly straightforward. They set up their workflows and campaigns, add new promotions and fresh content and then send out their regular newsletter. However, if they aren’t paying attention to some of the key elements of effective email marketing, their efforts may be for naught. By avoiding these five common mistakes, your firm could realize significant improvements in return.

Email Blasts Are Dead, While Marketing Automation is Thriving

Posted April 22, 2018 by Dan Sondhelm

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 but no longer effective, and what is more expensive and more difficult to implement but more cost effective in generating quality leads and converting them into qualified prospects. In the digital age, that will be the difference between firms that are forced to exit their businesses and firms that survive and flourish.
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Sondhelm Partners Presents at the Integrated Advisors Summit in Dallas

Posted April 19, 2018 by Dan Sondhelm

Sondhelm Partners is pleased to announce that Milin Iyer and Frank Serebrin will be presenting at the 2018 Integrated Advisors Summit in Dallas, TX on May 3rd. They will be speaking to the advisors about “How to be a Thought Leader in the Digital Era” and will offer strategies for success.
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Sondhelm Partners Sponsors Ultimus Client Summit

Posted April 19, 2018 by Dan Sondhelm

Sondhelm Partners is proud to be a sponsor of the Ultimus Client Summit 2018. The networking and educational event is presented exclusively for Ultimus clients and business partners. It will take place on May 2-4, 2018 in Cincinnati, OH. We look forward to seeing you there.
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Rising AUM? The Foundation May Be Cracking in Investment Management Firms

Posted April 17, 2018 by Dan Sondhelm

Investment management firms are celebrating record assets under management after an increase in 2017 of 16.1 percent – from $18.2 trillion to $21.1 trillion. According to Thomson Reuters Lipper, equity managers fared the best with an increase of 21.6 percent. This is obviously great news for investment managers as it translates into nice-sized bonuses. However, beneath the surface, there are signs that the foundation may be cracking in many firms, exposing the vulnerabilities of investment managers as they enter a new period of market volatility.

Market Volatility Reveals Communications Challenge for Investment Managers

Posted April 10, 2018 by Dan Sondhelm

The seismic market events of the last two months should be a stark reminder to investment management firms that having a well-conceived communication plan at the ready is essential if they want to differentiate themselves among anxious financial advisors.

Rising AUM? Declining shares outstanding? Time to plug the leak

Posted April 5, 2018 by Dan Sondhelm

Investment management firms are celebrating record assets under management after an increase in 2017. This is great news for investment managers as it translates into nice-sized bonuses. However, beneath the surface, there are signs that the foundation may be cracking in many firms, exposing the vulnerabilities of investment managers as they enter a new period of market volatility. Dan Sondhelm’s article was picked up in MFWire.com

Evolution of the Financial Services Industry

Posted April 1, 2018 by Dan Sondhelm

Demographic shifts, advancing technology, changing consumer preferences, a surging and sometimes volatile stock market, and increasing regulatory scrutiny are compounding elements of the uncertainty keeping many firms in a perpetual reactive mode. It is more important than ever for business leaders to understand the current trends, what is driving them, and the risks they present. Dan Sondhelm’s article offers insight on those crucial challenges, along with various best practices firms might use to cope with them.

Niche Marketing: Focus to Increase AUM

Posted March 11, 2018 by Dan Sondhelm

In recent years, the commoditization of investment advice has forced an increasing number of financial advisors into offering more comprehensive financial planning as a way to add more value to the client relationship. As a result, the financial planning space is becoming much more crowded, making it difficult for financial advisors to stand out. That is why financial advisors should consider establishing a niche to more quickly build their businesses, focusing on a more targeted market they can dominate rather than a broader market they can vanish in. The key to differentiation in a crowded field is to become more focused and specialized to become recognized as the best-of-breed for a specific type of clientele that can be served profitably and effectively.

In The News Archives - Page 41 of 47 - Sondhelm Partners