June 11, 2019
Ten years ago, BlackRock took a giant step toward becoming the world’s largest money manager, announcing it would acquire Barclays Global Investors. Dan Sondhelm shared his insight on the deal and what it means for asset managers today with Pension’s and Investments.
June 03, 2019
Just building a website doesn’t mean investors will come. It needs to be digitally wired to make it visible and accessible to wandering eyes. An increasing number of advisors are discovering the ROI benefits of search engine optimization (SEO), not only in generating website traffic, but also for attracting more qualified leads. This story was picked up on Nasdaq.
June 03, 2019
Just building a website doesn’t mean investors will come. It needs to be digitally wired to make it visible and accessible to wandering eyes. An increasing number of advisors are discovering the ROI benefits of search engine optimization (SEO), not only in generating website traffic, but also for attracting more qualified leads. This story appeared on 3PM.
May 29, 2019
With billions of dollars in venture capital flowing into fintech each year, it is quickly getting to the point where financial advisors must choose whether to fight the onslaught or learn to adopt fintech solutions as a way to better serve their clients. Consider taking advantage of fintech technologies for these four reasons. This article was published on Advisorpedia.
May 02, 2019
If you are a boutique asset manager, how do you stand out when times become volatile, and how will sophisticated investors know what you stand for? A market downturn may be an opportunity to invest in your growth, while others sit on the sidelines.
April 25, 2019
Just building a website doesn’t mean investors will come. It needs to be digitally wired to make it visible and accessible to wandering eyes. An increasing number of advisors are discovering the ROI benefits of search engine optimization (SEO), not only in generating website traffic, but also for attracting more qualified leads.
April 10, 2019
What’s more important to emphasize – a fund’s investment performance analytics or its investment process and management team. Both. To illustrate this point, I figured that a hypothetical analogy – just in time for the start of the baseball season – might be appropriate.
April 04, 2019
In a recent Third Party Marketing Association webinar, “How Digital Marketing Drives Sales”, Kurtosis’ Rich Watts and Dan Sondhelm shared their insight on how firms are using digital marketing strategies to increase the level of engagement with their target audience and empower their sales teams with actionable data.
April 03, 2019
Asset managers are purchasing marketing automation platforms which can cost between $1,500 and $2,500 per month on a subscription basis with long-term commitments. Yet, many are using it like a $100 per month, no commitment MailChimp or Constant Contact program. That’ like buying a Porsche and driving it like it’s a Hyundai. Why spend the money if you don’t benefit from more utility? This story was picked up on Nasdaq.
April 03, 2019
Why do we need to spend time developing original content? My web site and wholesalers tell advisors and institutions everything they need to know. Consider the story of a local vineyard that successfully leverages its subject matter expertise to turn wine aficionados like me into loyal customers.
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