In the News

How Wealthy Women Are Getting Smarter Pitches From Financial Advisors

September 25, 2017

Financial advisors are strengthening their marketing, not because of robo-advisors, but because these traditional advisors want to aggressively compete. And they believe they have a strong value proposition for women.

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7 Strategies for Building Better Web Sites

September 07, 2017

For websites, boutique asset managers are often at a competitive disadvantage compared to bigger firms with deep pockets and large digital marketing teams. The good news, however, is that it doesn’t take a huge investment of capital or time to create a robust website that enables advisors and institutional investors to research your products, your investment processes, and your team. Employing seven cost-effective strategies can create a better user experience that can help generate leads—and increase inflows.

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Real World Advisor Marketing: Real World Stories

September 05, 2017

In the most recent Ultimus Client Summit, mutual fund industry attendees seized opportunities to gain expert advice on topics that resonate with many within the industry. One topic in particular, Real World Marketing, hit home as expert panelists shared stories and advice regarding the environment of marketing for mutual funds. Dan Sondhelm shared his insight on the panel.

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5 Key Benefits and Considerations of Thought Leadership

August 31, 2017

If you can establish yourself as an expert in your industry, potential clients and customers will inherently trust you more – and equally beneficial, bloggers and reporters will also respond to you more warmly if you’re seen as an industry leader. Interested in becoming more of a thought leader in 2018? Dan Sondhelm and other marketing gurus share their best ideas.

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Why Institutional Asset Managers Must Become Social Media Savvy

August 16, 2017

If your firm isn’t using social media in its marketing mix, you’re missing out on a valuable, cost-effective resource institutional investors are increasingly relying on to aid in their investment education and due diligence processes.

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Clean Shares: A Fiduciary-Friendly Solution for Asset Managers

August 08, 2017

Do asset managers—big, boutique and growing—need yet another new share class? The answer is yes if you want to be fiduciary-friendly.

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Why Pros Use Rolling Periods

August 07, 2017

Investors shopping for mutual funds or ETFs look at past performance. So, as an asset manager, understand that putting your best foot forward may not include trailing data. Instead, rolling periods are used by sophisticated investors to better understand how your strategy performs over different time periods over time. Some stories resonate better this way. Dan Sondhelm commented for this story.

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The “VIP Approach” to Woo RIA Gatekeepers

August 01, 2017

A growing number of fund companies realize that Registered Investment Adviser (RIA) firms are the future of the intermediary business. This is a challenge for fund distribution teams, since traditional product-focused email marketing campaigns and wholesaler “greet, meet and eat” strategies that work in broker/dealers don’t align with a business model where fiduciary responsibilities, rather than commissions, guide investment recommendations.

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Bigger Fund Flows Stem From Low-Fee Funds and ETF’s

August 01, 2017

While more investment advisors are pivoting back toward actively managed funds, it’s low-fee funds and ETFs that are seeing a majority of the flows, according to Broadridge Financial Solutions in a recent report. Industry analysts, including Dan Sondhelm, commented for the story.

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Voices : Expansion plans? Here’s what firms should read

July 17, 2017

Many successful institutional asset managers would like to expand their business through the intermediary channel, US focus, or M&A. It’s not as easy as it sounds. Dan Sondhelm, in this contribution, shares what questions to consider before making the investment.

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