In the News


Marketing Numbers and Narrative: A Winning Combination

April 10, 2019

What’s more important to emphasize – a fund’s investment performance analytics or its investment process and management team. Both. To illustrate this point, I figured that a hypothetical analogy – just in time for the start of the baseball season – might be appropriate.

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How Digital Assets Can Drive Sales (Webinar Highlights)

April 04, 2019

In a recent Third Party Marketing Association webinar, “How Digital Marketing Drives Sales”, Kurtosis’ Rich Watts and Dan Sondhelm shared their insight on how firms are using digital marketing strategies to increase the level of engagement with their target audience and empower their sales teams with actionable data.

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How to Avoid Wasting Your Money on Marketing Automation

April 03, 2019

Asset managers are purchasing marketing automation platforms which can cost between $1,500 and $2,500 per month on a subscription basis with long-term commitments. Yet, many are using it like a $100 per month, no commitment MailChimp or Constant Contact program. That’ like buying a Porsche and driving it like it’s a Hyundai. Why spend the money if you don’t benefit from more utility? This story was picked up on Nasdaq.

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What Asset Managers Can Learn From Vineyards About Marketing

April 03, 2019

Why do we need to spend time developing original content? My web site and wholesalers tell advisors and institutions everything they need to know. Consider the story of a local vineyard that successfully leverages its subject matter expertise to turn wine aficionados like me into loyal customers.

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How to Avoid Wasting Your Money on Marketing Automation

March 27, 2019

Asset managers are purchasing marketing automation platforms which can cost between $1,500 and $2,500 per month on a subscription basis with long-term commitments. Yet, many are using it like a $100 per month, no commitment MailChimp or Constant Contact program. That’ like buying a Porsche and driving it like it’s a Hyundai. Why spend the money if you don’t benefit from more utility?

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A Flickertail Fundster Teams Up, Hires, and Hunts

March 25, 2019

A fundster entrepreneur in the upper midwest is boosting his growth efforts in several ways including marketing, public relations, sales and adoptions. The firm hired Sondhelm Partners and partner Distribution Revolution.

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Dan Sondhelm to Speak On-site to a Large Series Trust Board

March 20, 2019

Sondhelm Partners is pleased to announce that Dan Sondhelm will speak on-site to a large mutual fund series trust board next month. The discussion is designed to provide fund board education on growth (and survival issues) for existing and new boutique managers.

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How to Get Introductions as a Highly Referable Advisor

March 18, 2019

When asked where their very best clients came from, successful financial advisors will likely say “referrals,” which raises the question “why don’t more advisors ask for referrals?”

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Dan Sondhelm to Speak on a 3PM Webinar on Growth Through Digital Marketing

March 18, 2019

Sondhelm Partners is pleased to announce Dan Sondhelm will be a panelist for a Third Party Marketing Association webinar. The webinar will help asset managers and third party sales firms use digital marketing to speed up the sales process and attract warm leads.

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Technology is Changing the Playing Field (and the Players)

March 17, 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. Driven by the growth of low-cost investments and other pricing pressures, the long-entrenched dynamics of the advisor/asset manager relationship are changing. The article was published in Kurtosys.

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