Most Read Insight Articles of 2019

The Golden Globes are behind us. But they neglected to award for our favorite category.

Our top read Insight articles of 2019 are:

How to Avoid Wasting Your Money on Marketing Automation

Asset managers are purchasing marketing automation platforms which can cost between $1,500 and $2,500 per month on a subscription basis with long-term commitments. Yet, many are using it like a $100 per month, no commitment MailChimp or Constant Contact program. That’ like buying a Porsche and driving it like it’s a Hyundai. Why spend the money if you don’t benefit from more utility?

Getting Introductions as a Highly Referable Advisor

When asked where their very best clients came from, successful financial advisors will likely say “referrals,” which raises the question “why don’t more advisors ask for referrals?”

Happy Days are Here Again

If you only read the headlines for Morningstar’s latest Direct Fund Flows Commentary, you might walk away with the impression that investors have come back in force. And that the dominance of passive funds over active funds is finally beginning to crack. Think again. If you go behind the headlines, you’ll see that the numbers aren’t as impressive as they might seem.

Dan Sondhelm is CEO of Sondhelm Partners, a firm that helps asset managers, mutual funds, ETFs, wealth managers and fintech companies grow through marketing, public relations and sales programs. Click to read Dan’s latest Insight articles and to schedule a complimentary consultation.