Sondhelm Partners is the premier provider of integrated distribution, marketing, and public relations for the asset management industry
Sondhelm Partners Recognized by Hedgeweek as Best Third-Party Marketing Firm in US for Third Consecutive Year
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Insights
Wealth Managers: Want More Clients? Get a Better Message
March 10, 2025
What makes your wealth management firm unique? It may not be what you think. It’s not your excellent performance, sterling service offerings, or amazing investment process. The answer is your message. This article shows how to build your wealth management firm to stand apart—and to get more conversations and clients.
Common Financial Marketing Mistakes and How to Avoid Them
March 04, 2025
Check out some of the most common marketing errors asset managers and other financial firms make and how to avoid them.
Email Marketing: Why Financial Firms Find It Hot Again
February 25, 2025
As social media became popular, many financial firms focused much of their marketing on it. However, as paid social media promotion has reached saturation and many people are choosing to reduce their use of social, financial service companies are turning to email marketing to pick up the slack. This article explains six areas firms in the finance sector should focus on to optimize the effectiveness of their email marketing.
Content Marketing, Digital Marketing, and Public Relations: An Integrated Marketing Approach for Asset Manager Growth
February 24, 2025
When content marketing, digital marketing, and public relations work in harmony, they support and reinforce each other to achieve more ambitious financial company promotional goals than any single approach. This article explains how the power of three brings everything together.
In The News
New Name, New Plan? Promoting SSGA ETF – Without ‘Apollo’
March 04, 2025
State Street Global Advisors may have to pivot its marketing strategy for its new private-credit ETF after agreeing to drop “Apollo” from its name. Ignites turned to Dan Sondhelm to discuss how this rebranding might affect investor perceptions and market positioning.
A Win That Shows How Financial Communication Is Changing
March 03, 2025
Fund Intelligence Awards honors excellence in financial communication at New York's Metropolitan Club. Sondhelm Partners and KraneShares demonstrate how clear storytelling triumphs over technical complexity in modern investment marketing.
Sondhelm Partners Nominated for 3 Hedgeweek European Awards
February 21, 2025
Sondhelm Partners has been nominated in three high-profile categories. Find out how you can vote to support us.
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