In the News


So You Haven’t Completed Your Strategic Plan for 2020

December 20, 2019

There is still time to gain control and put a strategic plan in place for what will be a pivotal year for asset managers.

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6 Strategies to Strengthen Your Digital Marketing

December 13, 2019

The results your digital marketing program delivers are only as good as the quality of your content and the relevancy of the people you’re trying to reach. As seen on Iris.

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What’s in store for wholesaling in the coming year?

December 12, 2019

As asset managers continue to do more with less, substantial changes are taking place when it comes to selling mutual funds. Dan Sondhelm commented for this story in Financial Planning Magazine.

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Is Your Firm Practicing Sales Prevention?

December 11, 2019

Sales are so important, yet many firms actually practice sales prevention. Here are the ways and what they can do instead. As published on Nasdaq.

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Fidelity Picks New Leader for $2.8T Asset Mgmt Division

December 06, 2019

While Grenier, who currently serves as global head of asset management for Fidelity International Limited, lacks the technology background of his predecessor, the asset management division is likely to continue to prioritize tech capabilities. Dan Sondhelm commented for this FUNDfire story.

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Leveraging Technology to Turbo Charge Your Sales & Marketing Game, Part 2

November 19, 2019

The second webinar in Tech Tools series highlights tools to build targeted lists, uncover advisors who are generating significant inflows to your funds and find firms that are most likely to use your products.

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SSGA Causes a Stir at Schwab Conference with Huge Ad Spend

November 13, 2019

State Street Global Advisors took over San Diego last week with a massive advertising campaign targeted at the attendees of Schwab’s Impact adviser conference. Dan Sondhelm shared his thoughts with Fund Intelligence for the story.

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Marketing Automation + CRM Integration: The Formula for Speedier and Superior Inbound Marketing

November 07, 2019

As more asset managers expand their use of digital marketing, we were invited to speak at the recent Satuit webinar.

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Leveraging Technology to Turbo Charge Your Sales & Marketing Game, Part 1

October 30, 2019

According to presenters of Tech Tools for Stronger Mutual Fund Sales and Marketing webinar recently presented by the ICI Small Funds Committee and Sondhelm Partners, boutique firms are adding technology to better compete with the biggest players.

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Beware Of The Pink Trap

October 17, 2019

More women than ever are earning graduate degrees, leading Fortune 500 companies, and spearheading financial decisions large and small. Marketing to this increasingly powerful group requires a different way of thinking. Read on for TD Ameritrade’s tips from Dan Sondhelm and other marketing pros to target and engage female clients and prospects in an effective way.

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