Get out of “fishing expedition” mode, where you cast a thousand cold contacts hoping one will bite.
When it Comes to Sales Contacts, Quality Beats Quantity Every Time
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Client Engagement for Boutique Asset Managers (Webinar)
How are you weathering the storm? Download our interactive webinar “How Boutique Asset Managers are Adjusting to the New Reality” now.
Does Your Investment Story Need an Overhaul?
Some asset managers believe that performance is the only story. It’s not. What matters is the consistency and personalization of your narrative in your commentaries, webinars, videos, or sales presentations.
Active Management is Back: How Do You Take Advantage of It?
A recent Sondhelm Partners webinar explained how boutique firms can position their active management success stories front and center among their clients and prospects, even in a work-at-home world.
Creating the “Billions” Impression to Prospective Buyers
Billions is an over-the-top soap opera about two alpha males who run a successful hedge fund. If you are looking to sell your fund, take these steps to create a Billion positive impressions.
6 Tips to Keep Compliance Happy
How can I work with my firm’s compliance officers? In her latest insight article, Susan Weiner focuses on how marketers can build constructive working relationships with the compliance professionals at their firms.
Technology is Changing the Playing Field (and the Players)
The trends transforming asset management are forcing firms to question their business models. Driven by low-cost investments and other pricing pressures, the dynamics of the advisor/asset manager relationship are changing.
How Boutique Asset Managers Can Beat the Growth Barrier (Webinar)
This webinar was moderated by Dan Sondhelm and included panelists Justin Bates of Swan Global Investments and Joe Childrey of Probabilities Fund Management.