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.
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?”
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