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.
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.
October 15, 2020
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.
September 28, 2020
Sondhelm Partners is pleased to announce that Dan Sondhelm will speak at the 2020 Virtual Cohen Client Conference. Dan will discuss how boutique asset managers have rebounded from COVID, client engagement strategies, product development and mergers and acquisition trends. The conference will be held October-15, 2020.
September 14, 2020
Investing in tactics can help, but your firm will be better off by encouraging greater flexibility and participation among those who can play a more effective role in delivering your message to the marketplace. Here are four suggestions to start this process. Read Dan Sondhelm’s latest contribution to NASDAQ.
September 03, 2020
Study praises Federated Hermes, Barclays, but finds average asset manager website harder to read than an academic paper. Dan Sondhelm spoke to Fund Intelligence for this article.
August 28, 2020
When President Trump deferred payroll taxes for four months, he created a lot of questions for clients. That gives you a chance to shine. Dan Sondhelm commented for this article.
August 25, 2020
First impressions count. Asset managers finally scoring a meeting with an investment consultant or an asset owner aim to make sure things run as smoothly as possible. FundFire asked allocators and marketing consultants to share what they think asset managers should keep in mind to ace the virtual first meet. Dan Sondhelm opined for this article.
August 17, 2020
Whether you want to cast a wide net or focus on a narrow sliver, LinkedIn can be a key marketing tool for the age of remote work.
August 04, 2020
With the COVID-19 crisis curtailing on-site sales meetings and networking at conferences, asset managers have been scrambling to produce more digital content for consumption at home by their clients and prospects. But is upping the frequency enough to be heard? As featured in Nasdaq.
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