In the News

3 Strategies to Manage a Crisis

May 30, 2018

A crisis and its accompanying reputational damage can be caused by many different factors but it’s how the organization responds to the crisis that determines the extent of the damage.

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How Your Email Marketing Reputation Can Hurt You

May 21, 2018

For investment firms and financial advisors who rely on email marketing to grow their businesses, their digital reputation may be sabotaging their marketing efforts. Yes, if you do any level of email marketing, you develop a reputation. And, that reputation can have a major impact on the effectiveness of your marketing efforts. If you have a bad reputation, there’s a strong likelihood your emails won’t make it to the inboxes of your target audience.

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Development 8 Ways Marketers Can Get Portfolio Managers to Say “Yes”

May 14, 2018

One common challenge marketers face is getting your portfolio managers to say “Yes” to participating more often in the sales and marketing process. Here are some tips.

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Sondhelm Partners to Present in Foreside Webinar on Growth Strategies for Mutual Funds

May 10, 2018

Dan Sondhelm will be part of a panel discussion about growth strategies for mutual funds and asset managers. The webinar, entitled “Actionable Ideas for Marketing Success” will focus on ways to enhance visibility and credibility and better look the part of a firm looking to compete for assets.

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5 Email Marketing Mistakes and What to Do Instead

April 30, 2018

Despite the growing popularity of social media and texting, email marketing remains a highly effective way to communicate with prospects and clients, which is why most boutique asset managers and fund firms engage in email marketing at some level. For firms that have been doing it for a while, email marketing is fairly straightforward. They set up their workflows and campaigns, add new promotions and fresh content and then send out their regular newsletter. However, if they aren’t paying attention to some of the key elements of effective email marketing, their efforts may be for naught. By avoiding these five common mistakes, your firm could realize significant improvements in return.

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Email Blasts Are Dead, While Marketing Automation is Thriving

April 22, 2018

As the financial services world continues its slow crawl into the digital age, boutique asset management firms and mutual fund companies are facing new challenges in marketing and growing their businesses. Many firms have reached a critical juncture in their marketing efforts where they must decide between what is easy and inexpensive but no longer effective, and what is more expensive and more difficult to implement but more cost effective in generating quality leads and converting them into qualified prospects. In the digital age, that will be the difference between firms that are forced to exit their businesses and firms that survive and flourish.

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Sondhelm Partners Presents at the Integrated Advisors Summit in Dallas

April 19, 2018

Sondhelm Partners is pleased to announce that Milin Iyer and Frank Serebrin will be presenting at the 2018 Integrated Advisors Summit in Dallas, TX on May 3rd. They will be speaking to the advisors about “How to be a Thought Leader in the Digital Era” and will offer strategies for success.

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Sondhelm Partners Sponsors Ultimus Client Summit

April 19, 2018

Sondhelm Partners is proud to be a sponsor of the Ultimus Client Summit 2018. The networking and educational event is presented exclusively for Ultimus clients and business partners. It will take place on May 2-4, 2018 in Cincinnati, OH. We look forward to seeing you there.

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Rising AUM? The Foundation May Be Cracking in Investment Management Firms

April 17, 2018

Investment management firms are celebrating record assets under management after an increase in 2017 of 16.1 percent – from $18.2 trillion to $21.1 trillion. According to Thomson Reuters Lipper, equity managers fared the best with an increase of 21.6 percent. This is obviously great news for investment managers as it translates into nice-sized bonuses. However, beneath the surface, there are signs that the foundation may be cracking in many firms, exposing the vulnerabilities of investment managers as they enter a new period of market volatility.

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Market Volatility Reveals Communications Challenge for Investment Managers

April 10, 2018

The seismic market events of the last two months should be a stark reminder to investment management firms that having a well-conceived communication plan at the ready is essential if they want to differentiate themselves among anxious financial advisors.

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