In the News


The Many Benefits Hiring a Fractional CMO

July 24, 2018

Have you ever considered hiring a part-time Chief Marketing Officer to help grow your business? Did you even know that there was such a thing? Consider these 7½ benefits.

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18 Content Marketing Best Practices for 2018 Iris

July 17, 2018

Content done well can drive traffic, leads and prospects along the sales funnel to satisfied, referral-providing clients. How do you start?

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Why Knowing Who is Visiting Your Website is Important Iris

July 03, 2018

Most firms review vanity website metrics such as visits and page views to look for visitor patterns. Smart firms now realize WHO is visiting and how engaged they are with your content may be more valuable.

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3 Ways to Boost Your Salespeople’s Results

June 18, 2018

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.

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How the ETF Giants beat active managers at their own game

June 06, 2018

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

June 01, 2018

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.

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3 Strategies to Manage a Crisis

May 30, 2018

A crisis and its accompanying reputational damage can be caused by many different factors but it’s how the organization responds to the crisis that determines the extent of the damage.

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How Your Email Marketing Reputation Can Hurt You

May 21, 2018

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”

May 14, 2018

One common challenge marketers face is getting your portfolio managers to say “Yes” to participating more often in the sales and marketing process. Here are some tips.

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

May 10, 2018

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.

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