In the News

In the News

Sales And Marketing Need An Integrated Strategy

Sales And Marketing Need An Integrated Strategy

Boutique asset managers: Are siloed sales and marketing teams hurting your messaging and investor engagement? Dan Sondhelm sat down with Bill Hortz of the Institute for Innovation Development to discuss strategies to improve collaboration between these groups for Financial Advisor Magazine

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Stand Out or Get Lost: Bold Growth Strategies

Stand Out or Get Lost: Bold Growth Strategies

In a recent conversation with Institutional Asset Manager, Dan Sondhelm discussed how equipping sales teams for success through targeted content, digital communications, public relations efforts, and actionable data can increase sales team productivity and empower investor conversations.

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