Sondhelm Partners was recently recognized as the Best Third-Party Marketing Firm by Hedgeweek
With wholesalers bound to their desks (or homes), what should sales managers do to prepare for the future of wholesaling? Fugent’s Michelle DeMond-Axelrod penned this article for MFWire.com.
How can you change your company’s sales and marketing culture? Here are four suggestions to start the process.
Many boutique asset managers couldn’t or wouldn’t invest more on digital marketing. And this neglect has come back to haunt them.
COVID will test the resilience of asset managers and challenge assumptions about how to allocate resources best as the industry recovers.
With fewer on-site sales meetings, asset managers have been producing digital content for consumption at home. But is upping the frequency enough to be heard?
Some asset managers believe that performance is the only story. It’s not. What matters is the consistency and personalization of your narrative in your commentaries, webinars, videos, or sales presentations.
How have boutique asset managers engaged clients and prospects during the pandemic? Download our report now.
Even your best-laid plans are bound to fall off the rails. A mid-year review is often critical, perhaps now more than ever.
Sales managers and wholesalers need to be thought leadership ambassadors and communicate in multiple ways. This empowers advisors to choose how to interact with asset managers. Our client, Fugent, wrote this article picked up by MFWire.com.
A Sondhelm Partners’ webinar explained how the CEO at one boutique firm is literally leveraging the current work-at-home environment to make her videos stand out.
Nearly all asset managers have focused on building virtual communities to communicate their news and views. But many advisors are suffering from ‘digital overload.’ Here are five strategies to break through.
A recent Sondhelm Partners webinar explained how boutique firms can position their active management success stories front and center among their clients and prospects, even in a work-at-home world.