September 28, 2021
Sales are the lifeblood of asset managers. Why then do many firms actually prevent sales from happening? Granted, it may not be an overt or conscious effort, but many firms are actively impeding their own sales efforts. Dan Sondhelm’s article was picked up in Advisorpedia.
September 28, 2021
The worlds of crypto and traditional finance are set to collide, and mergers and acquisitions will play a key role, according to industry watchers. Dan Sondhelm opined for this Blockworks article.
September 27, 2021
If you have been too busy being reactive to focus on your distribution strategy for 2021, don’t worry, there is still time to kick start the year with a sound growth strategy. Here are 9 things you need to focus on to get it done. Dan Sondhelm’s article was picked up on 3PM blog.
September 23, 2021
Analysts consider ETF line-ups, potential cost savings, and possible job cuts. Dan Sondhelm opined for this Traditional Fund Intelligence article.
September 17, 2021
How can you tell whether your website is helping or hindering your efforts? A good way to start is to evaluate its effectiveness by candidly answering 12 key diagnostic questions. This article was published in Nasdaq.
September 16, 2021
The firm aims for operating margin improvements amid passive pressures. Dan Sondhelm opined for this article in Traditional Fund Intelligence.
September 14, 2021
“Normal” will not return. The new professional playground in wealth management is the digital realm. That requires a change in the way that we think about online engagement. It is not a temporary solution as we wait for the pandemic to go away. It’s how we do business now. This article was picked up by Advisorpedia.
September 13, 2021
Chase Investment Counsel recently won the “Best Investment Website” award for the American Marketing Association’s 25th annual International WebAward competition. Sondhelm Partners developed the website.
September 08, 2021
If your asset management firm is considering building or updating your website, it can be a struggle to ensure it is built for growth. Does your website help you look the part of a serious firm? Does it attract leads? Frank Serebrin’s article was republished in Advisorpedia.
September 07, 2021
Our southern Louisiana-based colleague Phaedra Perkins has played an active role on the ground providing resources to those affected by Hurricane Ida. Sondhelm Partners made a donation to the American Red Cross to support her effort. The American Red Cross prevents and alleviates human suffering in the face of emergencies by mobilizing the power of volunteers and the generosity of donors.
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