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.
In the News
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?
The Many Benefits Hiring a Fractional CMO
July 24, 2018
Have you ever considered hiring a part-time Chief Marketing Officer to help grow your business? Did you even know that there was such a thing? Consider these 7½ benefits.
18 Content Marketing Best Practices for 2018
July 17, 2018
Content done well can drive traffic, leads and prospects along the sales funnel to satisfied, referral-providing clients. How do you start?
Why Knowing Who is Visiting Your Website is Important
July 03, 2018
Most firms review vanity website metrics such as visits and page views to look for visitor patterns. Smart firms now realize WHO is visiting and how engaged they are with your content may be more valuable.
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