March 27, 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?
March 25, 2019
A fundster entrepreneur in the upper midwest is boosting his growth efforts in several ways including marketing, public relations, sales and adoptions. The firm hired Sondhelm Partners and partner Distribution Revolution.
March 20, 2019
Sondhelm Partners is pleased to announce that Dan Sondhelm will speak on-site to a large mutual fund series trust board next month. The discussion is designed to provide fund board education on growth (and survival issues) for existing and new boutique managers.
March 18, 2019
When asked where their very best clients came from, successful financial advisors will likely say “referrals,” which raises the question “why don’t more advisors ask for referrals?”
March 18, 2019
Sondhelm Partners is pleased to announce Dan Sondhelm will be a panelist for a Third Party Marketing Association webinar. The webinar will help asset managers and third party sales firms use digital marketing to speed up the sales process and attract warm leads.
March 17, 2019
The unalterable trends transforming the asset management industry are forcing firms to question their business models with many scrambling to maintain relevance in an evolving value chain. Driven by the growth of low-cost investments and other pricing pressures, the long-entrenched dynamics of the advisor/asset manager relationship are changing. The article was published in Kurtosys.
March 14, 2019
Understanding what strategy is—as a practical and powerful business management process and a specific manner of thinking and acting—the key question becomes how do we apply it to individual asset management firms? How do you shape a strategy that will become the direction, scope and future growth of your organization? Dan Sondhelm recently interviewed with Bill Hortz from the Institute for Innovation Development. The article was published in Financial Advisor.
March 13, 2019
Integrity Viking Funds, a niche fund asset manager with a focus on income strategies across asset classes with a specialty in energy investing, is initiating a comprehensive growth strategy. They hired Sondhelm Partners and Distribution Revolution to support their effort.
March 07, 2019
When a boutique firm’s primary business is the institutional or high net-worth marketplace, some executives would rather pay for investment research over mutual fund industry research. That may be a mistake. Read Dan Sondhelm’s latest contribution to 3PM.
March 07, 2019
New technology is making it difficult for funds that fail to combine low costs, strong returns and brand equity to earn spots on investment lineups. To level the playing field, Dan Sondhelm recommends these eight strategies, as published in Money Management Executive.
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