Understanding the Payroll Tax Deferral
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.
In the News
How to Ace the First Meeting with an Allocator: Zoom Edition
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.
Getting the Most Out of LinkedIn
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.
Creating Value or ‘Pushing Stuff Out’: How a Content Strategy Can Make a Difference
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.
Nuveen CMO Marty Willis on marketing ESG through heritage
August 03, 2020
TIAA-owned company aims to spread message of “making an enduring impact on our world” through range of tools. Dan Sondhelm commented for this article in Fund Intelligence.
Moving From Pitch to Value-Add
July 31, 2020
To remain competitive in a world where effective virtual communications will become more important than on-site meetings, sales, marketing, client service and portfolio management teams will have to collaborate more closely than ever to develop laser-focused strategies for cultivating and retaining advisor relationships. Our recent industry report was referenced.
Janus Henderson’s ‘Frustrating’ Inst’l Flows Slow Growth
July 30, 2020
Janus Henderson has not yet reported material growth in three years since the mega merger. How can they drive modernization across products, capabilities and global client servicing going forward? Dan Sondhelm commented for this article.
Prioritizing Your Digital Marketing Wish List
July 23, 2020
Since the COVID-19 crisis began, many boutique asset managers have scrambled to “catch up” to their tech-savvy competitors, as published in Advisorpedia.
COVID-19 is Accelerating the Need for a Digital Marketing Transformation
July 16, 2020
COVID-19 is Accelerating the Need for a Digital Marketing Transformation. This is Dan Sondhelm’s latest contribution for Advisorpedia.
Enhancing Communications in a Stay-At-Home World
July 16, 2020
The twin slams of the spread of the Coronavirus and the first bear market in a decade have created the most challenging environment for asset managers since the Great Recession. This article by Dan Sondhelm was published in Advisorpedia.
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