Dan Sondhelm4 Ways to Transform Your Sales and Marketing CultureMany boutique asset managers have no problem spending huge amounts of money and effort to upgrade their portfolio management technologies…Mar 13, 2020Mar 13, 2020
Dan SondhelmHow Smaller Hedge, Private Equity Funds Can Raise Capital When a Capital Raise is PrematureTruth be told, smaller and newer hedge or private equity funds have never been known for their marketing prowess. In fact, most of these…Mar 5, 2020Mar 5, 2020
Dan SondhelmPlain-speaking the language of retail investorsPortfolio managers and analysts generally feel most comfortable interacting with highly sophisticated institutional consultants and wealth…Feb 21, 2020Feb 21, 2020
Dan SondhelmNew Money, New MethodsAs the old saying goes, in order to survive, you must adapt… or find a new job. Asset management is no different, as advancements across…Feb 18, 2020Feb 18, 2020
Dan SondhelmThree Game Changers for Financial Advisors in 2020As the new decade begins, the financial advisory industry continues to evolve at an accelerating pace, presenting unprecedented challenges…Feb 11, 2020Feb 11, 2020
Dan SondhelmWill 2020 be the Year Asset Managers Finally Catch the Technology Wave?Although the calendar may have changed, the same trends that shaped the asset management industry in 2019 will continue to drive…Feb 5, 2020Feb 5, 2020
Dan SondhelmSix Strategies to Strengthen Your Digital MarketingAnyone who’s attended any of our recent webinars on digital marketing knows that I’m a fan of marketing automation strategies. These…Jan 31, 2020Jan 31, 2020
