Normally this financial advisor trashes product-and-performance-pushing cold emails, but he acted on this one because it demonstrates the wholesaler’s willingness to spend time to research both the firm and his background.
Tag: Digital Marketing
Dan Sondhelm presented at the Third Party Marketers (3PM) webinar “How to Strengthen your 2021 Growth Strategy in Spite of Covid-19.” Watch the replay.
“Normal” will not return. The new professional playground in wealth management is the digital realm. That requires a change in the way that we think about online engagement. It is not a temporary solution as we wait for the pandemic to go away. It’s how we do business now.
Competition in the wealth management space will continue to intensify, particularly when it comes to online client acquisition and retention. Without face-to-face interaction, how will firms differentiate from each other?
Many boutique asset managers couldn’t or wouldn’t invest more on digital marketing. And this neglect has come back to haunt them.
Emerging from the crisis successfully will test the resilience of every asset manager and challenge their assumptions about how to best allocate resources as the industry recovers.
With the emergence of social distancing and limitations on gatherings industry watchers say money managers must get creative with outreach, education. Dan Sondhelm shared his thoughts with Fund Intelligence.
The results your digital marketing program delivers are only as good as the quality of your content and the relevancy of the people you’re trying to reach.
If your firm isn’t using social media in its marketing mix, you’re missing out on a valuable, cost-effective resource institutional investors are increasingly relying on to aid in their investment education and due diligence processes. Four Out of Five Institutions are “Social Media Savvy” According to a Greenwich Associates study, 79% of institutional investors use… Read more »
A growing number of fund companies realize that Registered Investment Adviser (RIA) firms are the future of the intermediary business. This is a challenge for fund distribution teams, since traditional product-focused email marketing campaigns and wholesaler “greet, meet and eat” strategies that work in broker/dealers don’t align with a business model where fiduciary responsibilities, rather… Read more »