Are your investment, sales and marketing teams aligned for growth?
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.
In the News
10 Ways to Raise the Bar on Your Asset Management PR
September 21, 2018
A well-conceived public relations strategy can fuel asset growth and retention by increasing a firm’s visibility, credibility, and brand with investors. However, many firms perform their own version of public relations, which sometimes doesn’t deliver the expected impact. What mistakes do PR pros make the most? Dan Sondhelm shared his insight with MFWire.com.
The Mega-Trends Forcing Asset Managers to Revamp
September 20, 2018
There is little doubt that the mega-trends of the last several years have thrust the investment management industry into a period of transformative change. While still buttressed by a strong tailwind of asset-price inflation, investment management firms are facing increasing risks as the relentless downward fee pressure and passive flow migration threatens revenues and profits and, for some firms, their very existence.
Maybe There Is A Free Lunch For Investors After All
September 10, 2018
Economists often say “There is no such thing as a free lunch.” But Fidelity now offers free funds. Dan Sondhelm, one of several industry observers, commented on the move.
Dan Sondhelm to Speak on Public Relations Panel at Celera Conference
September 05, 2018
Sondhelm Partners is pleased to announce that Dan Sondhelm will participate in a panel discussion at the Celera Systems SalesStation Client Conference in Milwaukee, WI on September 27, 2018. The panel will discuss how PR and communications can be used to grow and retain assets and will offer strategies for success. Sondhelm Partners is also a proud sponsor of the event.
Abby Johnson Makes an Up-Sell Play for Millennials
September 01, 2018
The play to out-Vanguard Vanguard gets stony response from competitors but analysts, including Dan Sondhelm, say Fidelity may actually be a quick study in the freemium game.
Niche Marketing Helps Advisors Target Clients’ Lifestyle, Hobbies
August 31, 2018
A rising trend: financial advisors angling for clients based on their demographic and personal traits such as clients’ age and generation, gender, sexual preference, marital status, religion and/or activities. Dan Sondhelm commented for the article.
A Pop Quiz on Why Email Marketing Is Good for You
August 16, 2018
How much do you know about email marketing? Take this quiz to find out.
Platform Cuts Force Boutiques to Survive
August 09, 2018
Suddenly, due to platform rationalization, the economics of running a boutique fund or fund family have soured and the sustainability of funds that are vulnerable to outflows has come into question.
Understanding the 3 Acts of Your Website for Better Leads
July 31, 2018
Website landing pages, home pages, content pages, and contact pages are not the same thing. What then is the difference, and why should asset managers and wealth advisors care?
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