August 31, 2018
A rising trend: financial advisors angling for clients based on their demographic and personal traits such as clients’ age and generation, gender, sexual preference, marital status, religion and/or activities. Dan Sondhelm commented for the article.
August 16, 2018
How much do you know about email marketing? Take this quiz to find out.
August 09, 2018
Suddenly, due to platform rationalization, the economics of running a boutique fund or fund family have soured and the sustainability of funds that are vulnerable to outflows has come into question.
July 31, 2018
Website landing pages, home pages, content pages, and contact pages are not the same thing. What then is the difference, and why should asset managers and wealth advisors care?
July 24, 2018
Have you ever considered hiring a part-time Chief Marketing Officer to help grow your business? Did you even know that there was such a thing? Consider these 7½ benefits.
July 17, 2018
Content done well can drive traffic, leads and prospects along the sales funnel to satisfied, referral-providing clients. How do you start?
July 03, 2018
Most firms review vanity website metrics such as visits and page views to look for visitor patterns. Smart firms now realize WHO is visiting and how engaged they are with your content may be more valuable.
June 18, 2018
A case can be made that salespeople have the toughest job in an asset management firm. Yet, some firms still manage to compound the sales team’s difficulties by not providing what they need most, which is real marketing support.
June 06, 2018
The ETF giants’ latest mutual fund-killing trick is free management of ETF portfolios — perhaps the seeds of a massive freemium model. Dan Sondhelm and other industry professionals offered their insights for this article.
June 01, 2018
Foreside hosted Sondhelm Partners and SunStar Strategic, who provided best practices when it comes to your brand, social media, and content creation of your marketing collateral. Participants heard ideas on what an asset manager can do to make a difference in the next six months, tips for content development, how firms can get in front of the media and best practices for successful asset growth.
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