February 18, 2018
I see it all the time. Investment managers with good strategies and impressive track records just can’t seem to gain traction with institutional investors or financial advisors. Either firms have a tough time with distribution or senior management still holds on to outdated notions such as “if we build it, investors will come” and “good performance sells itself.”
February 10, 2018
As more financial advisors offer retirement planning services to clients, it’s becoming increasingly difficult to differentiate from one another. The commoditization of advice, especially through the rise of robo-platforms, has magnified the challenge financial advisors face in being able to substantiate their value proposition. It can take a significant investment of time and money to differentiate your practice in such a crowded and competitive industry. But, with nearly $30 trillion of retirement assets in play, it’s a worthwhile investment.
February 05, 2018
Should you outsource your portfolio strategy? Yes, according to a small but growing number of advisors using ETF managed portfolios. Dan Sondhelm commented on this trend.
January 07, 2018
The Blogosphere is here and it is not going anywhere. It’s not just for people talking about what they’re eating for lunch or their next celebrity crush. Blogging is big business for entrepreneurs and business owners. Rescue a CEO asked some businesses how they use blogging to help their business. Dan Sondhelm is featured at #17.
December 19, 2017
Robos and wealth managers are focusing more of their communications efforts on digital education such as timely content, marketing automation and social media to be where clients and prospects spend their time. Dan Sondhelm shares his thoughts for this story.
December 11, 2017
Let’s say you’ve just completed an educational white paper on a topic of clear and compelling interest to your existing and potential best new clients. How do you promote and distribute it? Do you put it in clear plastic and hang it on doors? Slide it under windshield wipers? Drop it from airplanes? People digest content in different ways. The more and better you repurpose it and distribute it, the more buzz you’ll create.
November 27, 2017
There are plenty of ups and downs involved in an entrepreneurial journey and moments where it’s easy to get wrapped up in routine and forget to slow down and express gratitude over the things that matter. In honor of the Thanksgiving holidays, MyCorporation spoke to 101 entrepreneurs that shared what they are most thankful for this year. Dan Sondhelm is #3.
November 18, 2017
Do you have a good story to tell? Do you want to finally get discovered by investors or learn about other ways to amplify your growth? The end of the year is the perfect time to think about your current results and how you can do even better over the next twelve months. The session will help ensure you’ve thought through the major considerations for your growth strategy in 2018.
November 09, 2017
For a company as big, old, proud and well-known as Franklin Templeton, the rationalizations for why ETFs should be ignored are long and diverse. It is time for Franklin Templeton to embrace RIAs with greater fervor. Producing ETFs is a place to start, even if it underscores the strategic oversight of not starting a decade ago. Dan Sondhelm and other industry pros comment on this new offering and what it means for the industry.
November 08, 2017
Being viewed as an authority in your field is essential in helping achieve your business goals. It makes you visible by raising your expertise to become a center of prestige. Many small businesses continue to face challenges in getting their word out there to command respect and gain brand recognition. There are various ways one can get to this position of command. Dan Sondhelm was one of 20 entrepreneurs and business owners who offered tips to position yourself as an authority. Dan is #16 on the list.
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