Marketing Heads Focus on Content Personalization, Messaging Around Innovation and ESG for 2021
January 29, 2021
Top marketers share firms’ priorities. Dan Sondhelm opined for this Fund Intelligence article
In the News
John Hancock Shuffles Sales Team Leadership
January 22, 2021
John Hancock Investment Management has reorganized its sales team leadership, adding two new distribution roles. Dan Sondhelm opined for Ignites as to the timing of the change and why digital and value-added services will be part of the mix.
The Sub-$100bn Firms That Had Big 2020 Flows
December 24, 2020
2020 was a challenging year for all, but many boutique asset managers not only survived but thrived. Dan Sondhelm commented on some recent trends including subadvisory for this Fund Intelligence article.
Webinar Replay: Dan Sondhelm Presented at 3PM Webinar on Growth
December 21, 2020
Dan Sondhelm presented at the Third Party Marketers (3PM) webinar “How to Strengthen your 2021 Growth Strategy in Spite of Covid-19.” Watch the replay.
9 Easy Steps to Develop Your Strategic Plan in 30 Days
December 11, 2020
If you have been too busy being reactive to focus on your distribution strategy for 2021, don’t worry, there is still time to focus and kick start the year with a sound growth strategy. Here are 9 things you need to focus on to get it done. As published in Nasdaq.
Active US Fixed Income Flows Hit Another Record
December 07, 2020
Growing comfort with risk since the onset of the pandemic has boosted institutional flows into active U.S. fixed income strategies and pushed the category to new heights, after a string of cumulative quarterly net outflows. Dan Sondhelm commented for this article in FundFire.
7 Ways To Get Your Customers to Read Your Emails
November 23, 2020
The end of the year is the ideal time to re-engage with customers and jump-start flagging email marketing campaigns. PC Mag asked marketing experts the best ways to attract subscribers and promote sales in Q4. Dan Sondhelm shared his insight for this article.
Managers Urge Investors to Keep Emotions in Check as Vote Count Drags On
November 05, 2020
Asset managers have increased webcasts, blog posts, videos and other commentary to address the uncertainty of the election to calm investors’ fears. But is this a good strategy for all firms? Dan Sondhelm shared his thoughts with FundFire.
How to Effectively Use Lead-Generation Services
November 04, 2020
For advisory firms, paying for qualified prospects from lead-generation services can be profitable if you have a process in place to capture, follow up with, and nurture these opportunities. Advisor Perspectives picked up Dan Sondhelm’s latest contribution.
Rise in Webinar Hosting During COVID – 19
October 20, 2020
The COVID-19 situation has made it impossible to conduct in-person meetings or presentations. As a result, the popularity of webinars increased considerably. Dan Sondhelm shared his thoughts for a survey of 126 businesses and webinar hosts to find the change in their webinar hosting activities, plans for future in-person meetings, and tips on conducting a successful webinar.
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