Insights
Insights
Sondhelm Partners Spearheads Award-Winning Website for Lawson Kroeker
Sondhelm Partners collaborated with Lawson Kroeker Investment Management to earn the Web Marketing Association’s annual “Best Mutual Fund Website” award for its emphasis on timely content and education.
Would You Drive a Fast Car Slowly? Overcoming Common HubSpot Roadblocks
Are you underusing HubSpot like driving a sports car at 30 mph? Uncover why this happens to many asset managers and learn how to overcome roadblocks.
How to Turn Your Personal Network into Your Hedge Fund’s First Investors
Are you starting a hedge fund? You want institutional seeders, but don’t underestimate the power of your personal network to get you started.
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.
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.
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.