fundfactor.blogspot.com fundfactor.blogspot.com

fundfactor.blogspot.com

FundFactor

A blog for mutual fund and investment management marketers who want ideas to attract and retain investors, strengthen distribution, and build brands.

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FundFactor | fundfactor.blogspot.com Reviews
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A blog for mutual fund and investment management marketers who want ideas to attract and retain investors, strengthen distribution, and build brands.
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2 pages
3 about fundfactor
4 about dan sondhelm
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6 no comments
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FundFactor | fundfactor.blogspot.com Reviews

https://fundfactor.blogspot.com

A blog for mutual fund and investment management marketers who want ideas to attract and retain investors, strengthen distribution, and build brands.

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fundfactor.blogspot.com fundfactor.blogspot.com
1

FundFactor: Hiring a 3rd party wholesaler: worth the effort?

http://fundfactor.blogspot.com/2011/07/hiring-3rd-party-wholesaler-worth.html

July 19, 2011. Hiring a 3rd party wholesaler: worth the effort? Is third party marketing a good fit for your firm? Both Adams and Oberholtzer agree that just about any firm should consider a third party group. As long as your firm has a successful operating history and is ready to embrace the challenges associated with third party distribution, Adams feels you can surely benefit from the partnership. How important are references? What do you look for in a candidate? How do you get paid? All parties need ...

2

FundFactor: About Dan Sondhelm

http://fundfactor.blogspot.com/p/about-author.html

Dan Sondhelm is a partner and senior vice president of SunStar Strategic. Leading the firm's financial services industry expertise and developing client growth strategies. SunStar Strategic helps boutique and large institutional investment managers, mutual fund and ETF firms, and financial advisory firms grow by attracting and retaining investors, strengthening distribution and building brands through integrated marketing strategies. And Hedge Fund Law Report. How to enhance and deliver your message to d...

3

FundFactor: About SunStar Strategic

http://fundfactor.blogspot.com/p/about-sunstar-strategic.html

Helps institutional investment managers and mutual fund firms attract and retain investors, strengthen distribution and build brands through structured news generation programs and smart marketing. SunStar knows the industry and the reporters who cover it, helping clients get the attention and recognition they deserve. In addition, we offer a virtual distribution program to communicate with financial advisors and other investors in a timely way that supports or substitutes for wholesalers on the ...

4

FundFactor: How to gain marketshare with Pershing

http://fundfactor.blogspot.com/2010/10/working-with-pershing-support-for.html

October 7, 2010. How to gain marketshare with Pershing. 65279;With 17,000 funds available to Pershing broker-dealers and advisors, a key question new and smaller funds have is “how can we gain market share? 65279;We spoke to Sandy Motusesky (left), Director of Product Management and Development for Pershing. Sandy spoke with us about the opportunities fund companies have with Pershing as well as trends Pershing sees within the investment community. What do the most salable funds look like? 65279;&#65...

5

FundFactor: IMPACT, INSITE: Planning for advisor conferences in 2015

http://fundfactor.blogspot.com/2014/11/impact-insite-planning-for-advisor.html

November 26, 2014. IMPACT, INSITE: Planning for advisor conferences in 2015. Conferences are a great way to meet and strengthen relationships with financial advisors. They are also a great way to promote your brand. The biggest benefit, though, is to support influential organizations such as Schwab or Morningstar. They know (and remember) who their sponsors are. So what do they cost? If you are actively seeking a speaking spot, contact the organization’s sponsor relations representative, who should...

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Alternative Energy

http://www.sunstarstrategic.com/industry-expertise/alternative-energy

What Makes Us Different. Let's make alternative mainstream. SunStar Strategic's Renewable Energy practice works with renewable energy companies to attract investors. At SunStar Strategic, we are staunch supporters of the renewable industry and have endless enthusiasm for promoting your asset class. Whether you have solar, wind, biomass or other exciting green technologies, we will help you earn investor attention and be recognized by the media as competitive among the petroleum-dominated market. Target R...

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