March 30, 2023
This article discusses the benefits of using meeting-scheduling technology to simplify the process of scheduling meetings. It highlights how such technology can save time and reduce stress for both meeting organizers and attendees. Dan Sondhelm was featured in this 401kWire article.
March 23, 2023
A third of investment advisors said social media played a significant role in their 2022 marketing efforts, down from 76% from 2021. But usage could pick back up once they better understand the new marketing rule. Dan Sondhelm opined for this Ignites article.
March 22, 2023
Investors and potential clients crave a deeper understanding of the person managing their money. They want to know what shaped their values, what inspired them to pursue a career in asset management, and what personal experiences have influenced their investment strategies. This is where a personal backstory comes in. We contributed this article to Advisorpedia.
March 14, 2023
The Investment Ecosystem touted our recent article on the importance of developing personal backstories for asset managers. Consider subscribing to TIE for unique insights and idea creation from a wide range of industry professionals.
February 28, 2023
Are you ready for an exciting and educational experience at the upcoming 2023 Spring SME Forum in Scottsdale, AZ? Join us for a game-show-style session unlike any other – Jeopardy! Asset Growth Edition. As the host, I will lead the session alongside other industry professionals, ensuring an engaging and interactive experience for all attendees.
January 30, 2023
This competition recognizes excellence in fund leadership, sales, marketing, and performance.
January 13, 2023
It is an age-old debate. Which team is the most important – marketing or sales? What drives results – marketing or sales? Should marketing and sales co-exist? Dan Sondhelm opined for this article by Sandra Powers in Emerging Manager Monthly.
January 13, 2023
In a crowded market where fund-raising is challenging, hedge fund managers need to make sure they are clearly articulating their investment story through verbal and written communications. Dan Sondhelm shared his latest contribution with Hedgeweek.
January 12, 2023
Only about half of sponsors had positive net sales of their active mutual funds in 2022, new data shows. Of those companies, only eight had more than $10 billion in assets. The best-selling active fund shops of 2022 were either boutique or specialized managers. Dan Sondhelm opined for this Ignites article.
November 30, 2022
The competition recognizes and rewards fund service providers who have demonstrated exceptional client service, innovative product development, and strong and sustainable business growth over the past 12 months.
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