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.
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.
June 01, 2018
Foreside hosted Sondhelm Partners and SunStar Strategic, who provided best practices when it comes to your brand, social media, and content creation of your marketing collateral. Participants heard ideas on what an asset manager can do to make a difference in the next six months, tips for content development, how firms can get in front of the media and best practices for successful asset growth.
May 21, 2018
For investment firms and financial advisors who rely on email marketing to grow their businesses, their digital reputation may be sabotaging their marketing efforts. Yes, if you do any level of email marketing, you develop a reputation. And, that reputation can have a major impact on the effectiveness of your marketing efforts. If you have a bad reputation, there’s a strong likelihood your emails won’t make it to the inboxes of your target audience.
May 14, 2018
One common challenge marketers face is getting your portfolio managers to say “Yes” to participating more often in the sales and marketing process. Here are some tips.
May 10, 2018
Dan Sondhelm will be part of a panel discussion about growth strategies for mutual funds and asset managers. The webinar, entitled “Actionable Ideas for Marketing Success” will focus on ways to enhance visibility and credibility and better look the part of a firm looking to compete for assets.