11 Easy Steps to Develop Your Strategic Growth Plan in 30 Days

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2024 has been a great year so far for equities and securities in general. But many asset managers have a problem: no or few new clients. Many firms know they need to build a sound strategic plan for next year, quickly, but don’t know where or how to start. No need to worry. We’ve developed an 11-step strategy to create your growth plan in just 30 days.

Dan Sondhelm to Judge 2025 Private Asset Management Awards

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For over 20 years, the Private Asset Management Awards have recognized investment professionals, advisors, and service providers with industry distinction and valuable exposure across the private wealth management sector.

Dan Sondhelm to Lead Jeopardy! Asset Growth Edition Session at The SME Forum

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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.

Developing a Personal Backstory that Resonates with Clients

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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.