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.
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.
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.
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.
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.
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.
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.
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.
Sondhelm Partners is pleased to announce that Dan Sondhelm will speak at the 3PM Games: Dynamic Marketing Webinar. Dan will discuss how asset managers and mutual funds are using LinkedIn to attract and engage with clients and prospects. The webinar will be held October 20, 2020 at 10:00 am ET.