Sondhelm Partners was recently recognized as the Best Third-Party Marketing Firm by Hedgeweek
Most boutique asset managers, hedge fund managers, and wealth managers know the pitch book is a basic building block for new client acquisition. But they have little idea on how to build their book. Here are best practices for creating a great pitch book to tell your story.
Third-party marketers and placement agents can play a critical role in helping asset managers raise capital. This article details what these firms do.
Smaller hedge funds often are run by money managers, not marketers. They want to grow but struggle for investor dollars. Consider using these marketing strategies to get noticed.
According to a Synthesis survey, less than 25% of investment management firms say they’ve totally complied with the SEC’s Modern Marketing Rule. Are you on track to full compliance?
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.
Advisors and institutions have hundreds of great boutique asset managers to choose from. How do even the best firms stand out?
Foreign boutique and name-brand asset managers want to offer their expertise and products to U.S. investors. The AUM potential is strong.
For boutique asset managers, a great reputation and consistent branding are critical elements for success. View this webinar for actionable tips.
Part 2 of a 3-part series focuses on opportunities and trends with distribution and sales teams to help boutique asset managers thrive.
LinkedIn can help asset managers build relationships, strengthen brands, and increase credibility. It can also help attract leads. Here are 12 tips to get the most out of LinkedIn.
Normally this financial advisor trashed product-and-performance-pushing cold emails. But one call was different: the wholesaler focused on the advisors’ needs.