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
November 12, 2018
In an increasingly noisy marketplace being disrupted by social media and other technologies, public relations are undoubtedly a component of a sound marketing and communications plan for any asset manager. However, PR is one in an ever-growing set of tools available to asset managers to get their story in the hands of investors. Dan Sondhelm spoke on a panel with other pros at the Celera client conference.
November 09, 2018
What’s the best and most efficient way to find new clients? While many advisors stick to the basics—seminars, free lunches, even (shudder) cold-calling—many advisors are moving to social media—and getting results. Dan Sondhelm was one of several experts to comment for this story.
November 07, 2018
Most articles submitted to financial news editors never get published. But aren’t publications “desperate” for content? Not really. To increase the odds, don’t do these three things.
October 30, 2018
In a digitally wired world, having a website that is attractive, dynamic and compelling is essential. Fortunately, it doesn’t require massive resources to create a high-quality website that will attract advisers and investors and move them through the sales funnel. Dan Sondhelm discusses the most cost-effective ways firms can increase the value of their websites.
October 16, 2018
I just received this “cold” email and wanted to share it (along with some pointers) with you. This is a great example of what not to write in an email. The sender claims to be a “digital marketing expert.” Would you buy from him?
October 15, 2018
It is not uncommon for asset managers to view these three functions as separate and distinct units with entirely different missions and goals.
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