Ten Strategic Growth Questions Smart Asset Managers Should Be Asking Now

For many boutique asset managers, 2024 was a very good year. But has your growth been delivered by market appreciation or from new clients? Smart asset managers should be thinking about their strategic growth plans for next year. Here are ten questions to ask now and potential solutions for growth.

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

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 Lead Jeopardy! Asset Growth Edition Session at The SME Forum

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.