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.
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.
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.
October 01, 2019
Sondhelm Partners is pleased to announce that Dan Sondhelm will be a presenter for the Third Party Marketers Association’s Annual Conference and a judge for the Manager Exchange.
The Annual Conference offers a great way for investment managers and marketers to learn best practices, share experiences and network. The Manager Exchange provides investment managers a forum to present their story to a group of marketers who will provide feedback to enhance their stories.
September 27, 2019
Are their enough women financial advisors to help serve the growing ranks of potential women clients? How about people of color? It’s an area that the financial advice industry has been addressing, but many in the field say more can be done to attract women and people of color as both advisors and clients. Dan Sondhelm offered insight for this story.
September 26, 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. Published in Advisorpedia.
September 17, 2019
A growing number of fund companies realize that Registered Investment Adviser (RIA) firms are the future of the intermediary business. This is a challenge for fund distribution teams, since traditional product-focused email marketing campaigns and wholesaler “greet, meet and eat” strategies that work in broker/dealers don’t align with a business model where fiduciary responsibilities, rather than commissions, guide investment recommendations. Dan Sondhelm discusses the opportunity in Nasdaq.
September 17, 2019
Relatively few advisors charge by the hour, but the idea is starting to gain appeal. Dan Sondhelm shared his thoughts for this story.
September 11, 2019
How is the business of baseball similar to the business of mutual funds? For both, it’s dangerous to overpay for performance. Published in Advisorpedia.
September 10, 2019
Firms that understand their clients do better in the marketplace. As the industry becomes more challenging, firms must move from investment-centric to client-centric messaging. Dan Sondhelm shared his insight for this article.
Connect
