Sondhelm Partners was recently recognized as the Best Third-Party Marketing Firm by Hedgeweek
One reason why asset managers have survived the pandemic is because they’ve understood the importance of keeping their marketing lights on during the crisis, according to our recent research study, Asset Management Martech Stack Insights and Trends. Dan Sondhelm and Synthesis’ Emilie Totten co-wrote this article featured in MFWire.
Sales are so important, yet many firms actually practice sales prevention. Here are the ways and what they can do instead.
Thank you for opening this email message and clicking on our website to read the full article. But you shouldn’t have. Now, we can track your every move digitally. We promise, though, that we won’t be a pain.
Consolidation has caused asset managers to rethink how to integrate systems, data, and compliance. What lessons are they learning? Synthesis Technology’s CEO, John Toepfer, shared his insight with MFWire.com.
What are the best practices for sales teams at investment management firms? Biggest obstacles? How can they overcome them? Synthesis Technology’s Emilie Totten shared insight.
A weakening market has exposed the soft underbelly of the asset management industry. After a decade of growth in AUM, managers have reached a juncture where the market can no longer mask the lack of organic growth. What to do?
As boutique asset managers continue their slow crawl into the digital age, they face new challenges in marketing and growing their businesses. Many firms have reached a critical juncture.
This webinar was moderated by Dan Sondhelm and included panelists Justin Bates of Swan Global Investments and Joe Childrey of Probabilities Fund Management.