Sondhelm Partners was recently recognized as the Best Third-Party Marketing Firm by Hedgeweek
Today’s financial planning and wealth management sector is highly competitive. With all the options available—and more emerging constantly, including virtual ones—people take time to research firms to ensure they find the right ones for them.
This guide explains the digital marketing tactics wealth managers must master to bring in new clients and revenue.
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.
Phaedra Perkins lays out the top 2 barriers to success on LinkedIn and strategies for overcoming them for asset management and investment firms. She also threw in a little lagniappe (Cajun for “a little something extra”) about #SEO!
Part 2 of a 3-part series focuses on opportunities and trends with distribution and sales teams to help boutique asset managers thrive.
PowerPoint pitchbooks remain the most commonly used tool for presenting SMA solutions. Most firms use time-consuming, error-prone processes. Synthesis Technology’s Chris Ruppenstein explains how to increase AUM with automation.
How can you tell whether your website is helping or hindering your efforts? A good way to start is to evaluate its effectiveness by candidly answering 12 key diagnostic questions
Your sales team may think they have the toughest job in the firm. They may be right….if they don’t have lead generation support from marketing.
Digital is the way of the world. Asset managers need to embrace digital marketing to enhance their media relations strategies. Here’s how.
Boutique managers have adapted to virtual reality by engaging investors with enhanced digital communications, sales, and marketing technology. Click to learn how.
Competition for wealth managers will continue to intensify, particularly in online client acquisition and retention. Without face-to-face interactions, how can firms differentiate?
Webinar Replay: Cohen Fund Services invited Dan Sondhelm to lead a webinar focusing on how boutique asset managers have adapted to client and prospect engagement, product development, and mergers and acquisitions.
In their struggle for visibility and engagement, many asset managers have little to differentiate themselves. This is why some firms have focused on creating timely content.