Articles by Dan Sondhelm

Harnessing the Power of SEO to Generate Qualified Leads

By Dan Sondhelm on June 12, 2019

Most financial advisors realize that having a website is essential, if for no other reason than to validate their existence in a digitally connected world. While many advisors are investing more money to upgrade the quality…

Wooing RIA Gatekeepers: The “VIP Approach”

By Dan Sondhelm on April 25, 2019

A growing number of fund companies realize that Registered Investment Adviser (RIA) firms are the future of the intermediary business. This is a challenge for fund distribution teams, since traditional product-focused email marketing campaigns and wholesaler…

Technology is Changing the Playing Field (and the Players)

By Dan Sondhelm on March 13, 2019

The unalterable trends transforming the asset management industry are forcing firms to question their business models with many scrambling to maintain relevance in an evolving value chain. At the core of the disruption is technological advancement,…

Why Knowing Who is Visiting Your Website is Important

By Dan Sondhelm on January 29, 2019

When it comes to stock selection, investment managers understand the application of top-down and bottom-up analytics. One focuses on the big picture of how the overall economy and macroeconomic factors drive the markets and stock prices,…

Why Email Blasts Are Dead and Marketing Automation is Thriving

By Dan Sondhelm on November 21, 2018

As the financial services world continues its slow crawl into the digital age, boutique asset management firms and mutual fund companies are facing new challenges in marketing and growing their businesses. Many firms have reached a…