Are you starting a hedge fund? You want institutional seeders, but don’t underestimate the power of your personal network to get you started.
How to Turn Your Personal Network into Your Hedge Fund’s First Investors
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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.
Cool Tech Tools for Marketing Efficiency
Still updating fact sheets manually? Does your CRM enable or disable sales? The right tech tools can automate production and make sales more efficient.
Cool Tech Tools for Sales Efficiency
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.
Public Relations: Turning “Buzz” into New Business
Advisors and institutions have hundreds of great boutique asset managers to choose from. How do even the best firms stand out?
Asset Management Martech Stack Insights and Trends
Curious about how investment firms use marketing technology? Download our latest research on why technology is essential for engagement.
Identifying the Intangibles that Could Derail a Promising Merger
A merger may look great on paper. Each firm has unique strengths which could produce a competitive powerhouse. But look for red flags.
How Mutual Fund Adoptions Help Asset Managers Focus and Grow
Some fund managers have found success by joining companies with extensive distribution and well-planned marketing strategies.
Are “Swag Campaigns” a Marketing Gift or Curse?
I’ve received several “cold swag” gifts – boxes of delicious cookies and a pound of gourmet coffee. Then these vendors barraged me with follow up emails.
Webinar Replay: Dan Sondhelm Presented at 3PM Webinar on Growth
Dan Sondhelm presented at the Third Party Marketers (3PM) webinar “How to Strengthen your 2021 Growth Strategy in Spite of Covid-19.” Watch the replay.
Developing a Virtual Advisory Service as a Growth Strategy
“Normal” will not return. The new professional playground in wealth management is the digital realm. That requires a change in the way that we think about online engagement.
13 Considerations for Stronger Mutual Fund Marketing and Sales
Some asset managers have a great story to tell, but investors aren’t paying attention. Others have a good growth strategy but want new ways to amplify results. Consider these 13 strategies.