January 21, 2019
The economic pressure that has weighed down asset managers over the last couple of years will continue to mount in 2019, especially as the tide of market-induced asset growth subsides.
January 16, 2019
During tough times, many financial advisors don’t always follow their own advice – to exercise patience and discipline – until the storm passes. Instead of forging ahead with their growth strategies, many look to cut marketing and communications when investors need it most. Dan Sondhelm’s latest contribution to Financial Advisor Magazine shares what advisors can do instead.
January 15, 2019
You have an online presence, either intentionally or unintentionally, or both. Go ahead and “Google” yourself or the name of your firm. Does anything come up on the first page of search results?
January 15, 2019
Dan Sondhelm’s first contribution for Nasdaq.com focuses on your online presence. Do you and your firm come up? If not, consider these strategies so clients, prospects and other important people can find you easily.
December 13, 2018
As the page turns on 2018, a weakening market and increasing volatility are continuing to expose the soft underbelly of the asset management industry.
December 09, 2018
RIAs must grow sustainably in order to achieve the scale needed to deploy the latest technology systems and build out a centralized infrastructure. Relying wholly or primarily on referrals is a foolhardy strategy. Assets pour in until they slow. So what’s needed for consistent growth? Dan Sondhelm’s latest Advisor Perspectives contribution got some additional play in Value Walk.
December 06, 2018
RIAs must grow sustainably in order to achieve the scale needed to deploy the latest technology systems and build out a centralized infrastructure. Relying wholly or primarily on referrals is a foolhardy strategy. Assets pour in until they slow. So what’s needed for consistent growth? Dan Sondhelm pens his latest contribution for Advisor Perspectives.
December 05, 2018
We’ve written extensively about the challenges facing smaller asset managers and boutique mutual fund firms – the growing tide of passive investing, negative fund flows and fee pressures – making it more expensive to operate from a marketing, distribution and regulatory perspective.
November 29, 2018
As more asset managers embrace digital technologies, few are connecting the dots between technologies which results in a disjointed approach to marketing, sales and client servicing. Good news is they are making progress, according to a recent industry survey.
November 21, 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
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