Invesco will change the tickers for 11 products in its suite of equal-weight ETFs that track the S&P 500. Dan Sondhelm opined for this Ignites article.
Invesco to Swap Tickers on 11 ETFs in Rebrand
read more
The Key to Engaging Financial Advisors: Wholesalers, White Papers, and Podcasts
What captivates financial advisors? Skilled wholesalers, insightful digital content, or a blend? Let’s explore two recent surveys to unravel this mystery.
‘Vanishing Advisors’ Ghost Wholesalers
Remote working and the availability of digital tools have changed the way salespeople engage with advisors. Dan Sondhelm opined for this Ignites article.
‘Sorry, Little One’: Activists Target Vanguard in New Ad
Climate activists launched an ad campaign criticizing Vanguard’s climate change policies that airs on TV stations that play in the company’s home county. Dan Sondhelm opined for Ignites on what sort of impact this can have.
Sondhelm Shortlisted in Hedgeweek Best Third-Party Marketing Category
Sondhelm Partners has been shortlisted in the Best Third-Party Marketing Firm category, by Hedgeweek in its US Emerging Manager Awards 2023.
How to Stop Email Tag: Rules to Confirm the Meeting Faster
Few things are more important than securing a meeting with a key prospect or client, particularly when time is of the essence.
Developing a Personal Backstory that Resonates with Clients
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. We contributed this article to Advisorpedia.
Investor Identities, Availability Cascades, and Unknown Unknowns
The Investment Ecosystem (TIE) touted our recent article on the importance of developing personal backstories for asset managers. Consider subscribing to TIE for unique insights from industry professionals.
Dan Sondhelm leads Jeopardy! Asset Growth Edition at SME Forum
Join us for a game show Jeopardy! “Asset Growth Edition” at the Spring SME Forum in Scottsdale. Dan Sondhelm channels Alex Trebek for an engaging A&Q on asset management growth.
How to Develop a Personal Backstory that Resonates with Clients
Investors and potential clients crave a deeper understanding of the person managing their money. They want to know what shaped their values.
How to Win Business in Virtual Meetings from Your Conference Room
As the financial industry has returned to the office, boutique asset managers need to take their conference room virtual meetings more seriously.
Should Sales and Marketing be ‘One’
It is an age-old debate. Which team is the most important – marketing or sales? What drives results – marketing or sales? Should marketing and sales co-exist? Dan Sondhelm opined for this article by Sandra Powers in Emerging Manager Monthly.