In the News


The Mega-Trends Forcing Asset Managers to Revamp

September 20, 2018

There is little doubt that the mega-trends of the last several years have thrust the investment management industry into a period of transformative change. While still buttressed by a strong tailwind of asset-price inflation, investment management firms are facing increasing risks as the relentless downward fee pressure and passive flow migration threatens revenues and profits and, for some firms, their very existence.

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Dan Sondhelm to Speak on Public Relations Panel at Celera Conference

September 05, 2018

Sondhelm Partners is pleased to announce that Dan Sondhelm will participate in a panel discussion at the Celera Systems SalesStation Client Conference in Milwaukee, WI on September 27, 2018. The panel will discuss how PR and communications can be used to grow and retain assets and will offer strategies for success. Sondhelm Partners is also a proud sponsor of the event.

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Abby Johnson Makes an Up-Sell Play for Millennials

September 01, 2018

The play to out-Vanguard Vanguard gets stony response from competitors but analysts, including Dan Sondhelm, say Fidelity may actually be a quick study in the freemium game.

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Niche Marketing Helps Advisors Target Clients’ Lifestyle, Hobbies

August 31, 2018

A rising trend: financial advisors angling for clients based on their demographic and personal traits such as clients’ age and generation, gender, sexual preference, marital status, religion and/or activities. Dan Sondhelm commented for the article.

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A Pop Quiz on Why Email Marketing Is Good for You

August 16, 2018

How much do you know about email marketing? Take this quiz to find out.

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Platform Cuts Force Boutiques to Survive

August 09, 2018

Suddenly, due to platform rationalization, the economics of running a boutique fund or fund family have soured and the sustainability of funds that are vulnerable to outflows has come into question.

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Understanding the 3 Acts of Your Website for Better Leads

July 31, 2018

Website landing pages, home pages, content pages, and contact pages are not the same thing. What then is the difference, and why should asset managers and wealth advisors care?

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The Many Benefits Hiring a Fractional CMO

July 24, 2018

Have you ever considered hiring a part-time Chief Marketing Officer to help grow your business? Did you even know that there was such a thing? Consider these 7½ benefits.

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18 Content Marketing Best Practices for 2018 Iris

July 17, 2018

Content done well can drive traffic, leads and prospects along the sales funnel to satisfied, referral-providing clients. How do you start?

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Why Knowing Who is Visiting Your Website is Important Iris

July 03, 2018

Most firms review vanity website metrics such as visits and page views to look for visitor patterns. Smart firms now realize WHO is visiting and how engaged they are with your content may be more valuable.

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