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.
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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.
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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.
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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.
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August 30,
2019
The ICI Small Funds Committee and Sondhelm Partners have partnered to offer a three-part educational series focusing on Tech Tools for Stronger Mutual Fund Sales and Marketing. In two webinars and the ICI Small Funds Committee semi-annual meeting, we will share insights on the types of problems that technology and data can solve, how the technologies work and who the providers are.
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August 23,
2019
Plenty of PR pros balk at the notion that their jobs are only about securing media coverage and boosting brand visibility. Dan Sondhelm and other public relations pros offer insight as to why many practitioners shun the word “publicity.”
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August 12,
2019
Do you watch Billions? It’s an over-the-top, testosterone-charged soap opera centering around two alpha males who run a wildly successful hedge fund. Not all money management firms scream wealth, innovation, energy and success like Axe Capital. When it’s time to grow (or sell), take these steps to avoid making a bad impression, as published in NASDAQ.
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August 05,
2019
Gaining notoriety and AUM is a challenge without a long-term track record, an extensive distribution network and a well-planned marketing strategy.
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August 02,
2019
Do you watch Billions? It’s an over-the-top, testosterone-charged soap opera centering around two alpha males who run a wildly successful hedge fund. Not all money management firms scream wealth, innovation, energy and success like Axe Capital. When it’s time to grow (or sell), take these steps to avoid making a bad impression, as published in Advisorpedia.
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July 15,
2019
Sondhelm Partners is pleased to announce that it will be a Bronze sponsor for the Ultimus Client Summit. The theme of the Summit is VISION 20/20: See opportunities for the upcoming year; Envision new business possibilities; and Apply a vision for strategy, planning and growth.
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