January 08, 2020
At some point, the bad times will return. When they arrive, some asset managers will find new revenue opportunities, while others will need to go into survival mode. The smart firms will anticipate where they could end up and start preparing for the inevitable. As published on Nasdaq.
December 20, 2019
There is still time to gain control and put a strategic plan in place for what will be a pivotal year for asset managers.
December 13, 2019
The results your digital marketing program delivers are only as good as the quality of your content and the relevancy of the people you’re trying to reach. As seen on Advisorpedia.
December 12, 2019
As asset managers continue to do more with less, substantial changes are taking place when it comes to selling mutual funds. Dan Sondhelm commented for this story in Financial Planning Magazine.
December 11, 2019
Sales are so important, yet many firms actually practice sales prevention. Here are the ways and what they can do instead. As published on Nasdaq.
December 06, 2019
While Grenier, who currently serves as global head of asset management for Fidelity International Limited, lacks the technology background of his predecessor, the asset management division is likely to continue to prioritize tech capabilities. Dan Sondhelm commented for this FUNDfire story.
November 19, 2019
The second webinar in Tech Tools series highlights tools to build targeted lists, uncover advisors who are generating significant inflows to your funds and find firms that are most likely to use your products.
November 13, 2019
State Street Global Advisors took over San Diego last week with a massive advertising campaign targeted at the attendees of Schwab’s Impact adviser conference. Dan Sondhelm shared his thoughts with Fund Intelligence for the story.
November 07, 2019
As more asset managers expand their use of digital marketing, we were invited to speak at the recent Satuit webinar.
October 30, 2019
According to presenters of Tech Tools for Stronger Mutual Fund Sales and Marketing webinar recently presented by the ICI Small Funds Committee and Sondhelm Partners, boutique firms are adding technology to better compete with the biggest players.
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