Sondhelm Partners was recently recognized as the Best Third-Party Marketing Firm by Hedgeweek
How can boutique asset management firms improve their competitiveness, build their brand, and compete for assets? Discover the nine top tactics boutique managers use to attract high-value financial advisors.
In 2023, a shocking 75% of clients left or considered leaving their advisors, according to YCharts. Discover the strategies to attract and keep clients in this challenging landscape.
Few things are more important than securing a meeting with a key prospect or client, particularly when time is of the essence.
As the financial industry has returned to the office, boutique asset managers need to take their conference room virtual meetings more seriously.
The asset management industry needs to shift its mindset from efficiency to innovation. So says Bill Hortz, founder of the Institute for Innovation. Here’s his roadmap to drive the new road.
Still updating fact sheets manually? Does your CRM enable or disable sales? The right tech tools can automate production and make sales more efficient.
Is your sales team using the most effective technology tools to boost sales? Third-party intermediary databases and sales aggregation tools can help you target your best advisors.
Foreign boutique and name-brand asset managers want to offer their expertise and products to U.S. investors. The AUM potential is strong.
Curious about how investment firms use marketing technology? Download our latest research on why technology is essential for engagement.
Part 1 of a 3-part series focuses on finding a merger, fund adoption or sub-advisory partner to help boutique asset managers thrive.
The most successful asset managers have embraced Zoom for video conferencing. Here are the common mistakes and how to avoid them.
Boutique managers have adapted to virtual reality by engaging investors with enhanced digital communications, sales, and marketing technology. Click to learn how.