July 07, 2020
Five top financial marketing experts discuss 17 things a great financial advisor’s website should have. Dan Sondhelm discusses owning a niche, committing to timely content, earning news coverage and a meeting scheduling tool in this article.
July 06, 2020
Brush up on your people skills, because they’re going to be the most important part of your practice — not the numbers. Dan Sondhelm was included in Capital Group’s recent article.
July 06, 2020
Some asset managers believe that performance is the story. But it’s not. It’s the attention-grabbing headline that your core investment narrative must always be proving, whether it’s on the pages of a commentary or your web site, spoken by a portfolio manager in a webinar or video, or summarized in a sales presentation – as published in Nasdaq.
July 06, 2020
Our latest report provides a revealing picture of the competitive state of active asset managers which, despite the many death notices that have been written, are very much alive and kicking. Dan Sondhelm sat down (virtually) with industry innovation guru Bill Hortz to discuss the key findings, surprises and concerns.
July 03, 2020
Asset management firms are likely to put new large-scale mergers and acquisitions on hold as uncertainty around the pandemic continues. But some boutiques may be looking for options. Dan Sondhelm was included in this article.
July 03, 2020
With digital marketing required to replace on-site interactions with allocators, asset managers are not very confident in the effectiveness of their current setup, according to a recent study by Sondhelm Partners.
July 02, 2020
In the competitive world of asset management business development a compelling and credible story closes the deal. This article was published in Advisorpedia.
June 15, 2020
Recent market turbulence has put pressure on boutique asset managers, but most companies are not ready to throw in the towel just yet, according to a recent Sondhelm Partners study. The report was featured in Fundfire.
June 11, 2020
Asset managers are grappling with how to keep their company culture in place as remote work stretches on and becomes the new normal for some. Dan Sondhelm shared his thoughts for this Fundfire article.
June 09, 2020
No one could anticipate the havoc the rapid spread of COVID-19 would wreak upon the global economy, including most asset managers. We wanted to get the pulse on how boutique asset managers are engaging clients and prospects and handling the pandemic. Our report is now available for download on Nasdaq.
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