Is Your Firm Practicing Sales Prevention?
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.
In the News
Fidelity Picks New Leader for $2.8T Asset Mgmt Division
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.
Leveraging Technology to Turbo Charge Your Sales & Marketing Game, Part 2
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.
SSGA Causes a Stir at Schwab Conference with Huge Ad Spend
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.
Marketing Automation + CRM Integration: The Formula for Speedier and Superior Inbound Marketing
November 07, 2019
As more asset managers expand their use of digital marketing, we were invited to speak at the recent Satuit webinar.
Leveraging Technology to Turbo Charge Your Sales & Marketing Game, Part 1
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.
Beware Of The Pink Trap
October 17, 2019
More women than ever are earning graduate degrees, leading Fortune 500 companies, and spearheading financial decisions large and small. Marketing to this increasingly powerful group requires a different way of thinking. Read on for TD Ameritrade’s tips from Dan Sondhelm and other marketing pros to target and engage female clients and prospects in an effective way.
You Can’t Afford to Make a Bad Voicemail Impression
October 11, 2019
An advisor friend gets about 10 cold calls a week from mutual fund wholesalers. The number he returns? Zero. Here’s the transcription of one recent cold caller, a list of mistakes he made in his message, and what he should have said instead. As published on Advisorpedia.
Sondhelm Partners to Discuss Digital Marketing on Satuit Webinar
October 10, 2019
Sondhelm Partners is proud to announce Dan Sondhelm will discuss advanced digital marketing strategies for asset managers on a webinar for Satuit Technologies clients. Dan will discuss how marketing automation is different (and better) than email marketing and why sales teams prefer it. He will also provide tips to strengthen digital results. In addition, Satuit CEO Karen Maguire will discuss the integration between Satuit and their marketing automation partners.
You’ve Opened an Email Marketing Alert. Now What?
October 04, 2019
Thank you for taking the time to open this email message and click to our website to read the full article. But, you shouldn’t have. Now we can track your every move digitally. And we can act on this information, if we choose. We promise, though, we won’t be a pain. As published in Nasdaq.
Connect
