Honing a Marketing and Sales Strategy for 2024

Financial firms are grappling with developing 2024 sales and marketing plans amid new technologies, engagement approaches, and an uncertain landscape. Institute for Innovation Development founder Bill Hortz sat down with Dan Sondhelm to discuss insights on crafting an effective growth strategy.

Tech Tools for Marketing (Part 2)

In the second of the two part series, I discuss additional tools that can automate the production of marketing materials, deliver greater efficiency, transparency and accountability to your sales processes and boost the effectiveness of your inbound marketing initiatives.

Marketing Agility Pro Tips for Asset Managers

Quickly pivoting to adjust and apply marketing resources to fulfill changing needs for digital content and communication, virtual meetings and events, and advertising and media coverage, are essential for asset managers to engage with their audiences. Our friends at SalesPage asked several top marketing executives, including Dan Sondhelm, to share insight for this article.

4 Ways to Transform Your Firm’s Sales and Marketing Culture

Investing in tactics can help, but your firm will be better off by encouraging greater flexibility and participation among those who can play a more effective role in delivering your message to the marketplace. Here are four suggestions to start this process.

Nine Tips for Presenting and Promoting Winning Webinars

Webinars are one of the best ways for asset managers, custodians and other firms to build awareness of their brand and capabilities and generate qualified leads among financial advisors,” when presented and promoted effectively, according to a recent white paper by Advisor Perspectives. When presented and promoted effectively, webinars are one of the best ways… Read more »

Clean Shares: A Fiduciary-Friendly Solution for Asset Managers

Do asset managers—big, boutique and growing—need yet another new share class? The answer is yes if you want to be fiduciary-friendly. The long-delayed implementation of some of the DOL’s new fiduciary rules finally went into effect on June 9. While there is a possibility that some of the provisions will be modified in the coming… Read more »

Top Low-Cost Educational Resources for Fund Marketers

When a boutique firm’s primary business is the institutional or high net-worth marketplace, some executives would rather manage portfolios than manage the product line of mutual funds. “We pay for investment research over mutual fund industry research,” said one CEO and portfolio manager of a boutique asset manager with just a handful of funds who… Read more »