In the News


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.

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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.

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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.

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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.

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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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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.

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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?

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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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3 Ways to Boost Your Salespeople’s Results

June 18, 2018

A case can be made that salespeople have the toughest job in an asset management firm. Yet, some firms still manage to compound the sales team’s difficulties by not providing what they need most, which is real marketing support.

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How the ETF Giants beat active managers at their own game

June 06, 2018

The ETF giants’ latest mutual fund-killing trick is free management of ETF portfolios — perhaps the seeds of a massive freemium model. Dan Sondhelm and other industry professionals offered their insights for this article.

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