Sondhelm Partners was recently recognized as the Best Third-Party Marketing Firm by Hedgeweek
With wholesalers bound to their desks (or homes), what should sales managers do to prepare for the future of wholesaling? Fugent’s Michelle DeMond-Axelrod penned this article for MFWire.com.
How have boutique asset managers engaged clients and prospects during the pandemic? Download our report now.
Even your best-laid plans are bound to fall off the rails. A mid-year review is often critical, perhaps now more than ever.
Sales managers and wholesalers need to be thought leadership ambassadors and communicate in multiple ways. This empowers advisors to choose how to interact with asset managers. Our client, Fugent, wrote this article picked up by MFWire.com.
Thought leaders are viewed as people with influence, expertise, credibility, and reputation. Here are four things firms should do now.
The twin slams of COVID and a bear market have created the most challenging environment for asset managers since the Great Recession. How are asset managers handling it?
With the emergence of social distancing and limitations on gatherings industry watchers say money managers must get creative with outreach, education. Dan Sondhelm shared his thoughts with Fund Intelligence.
Watch our webinar replay to learn how stronger digital marketing can help you attract and retain customers.
Marketing automation is different (and better) than blast emails. Many asset managers say marketing automation is like email marketing on steroids. Learn how tracking leads can boost engagement.
Here’s a transcript of a recent call, a list of mistakes, and what should have been said.
Not every portfolio manager can become a rock star. But anyone can be more visible, more respected and more influential. When your opinions really matter, you’ve arrived.
Financial advisors must choose to fight or adopt new solutions to serve clients better. Billions of dollars have flowed into venture capital for fintech solutions. Here are four reasons why advisors should use the new technology.