In the News


Sondhelm Partners to Sponsor Ultimus Client Conference

July 15, 2019

Sondhelm Partners is pleased to announce that it will be a Bronze sponsor for the Ultimus Client Summit. The theme of the Summit is VISION 20/20: See opportunities for the upcoming year; Envision new business possibilities; and Apply a vision for strategy, planning and growth.

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For Asset Managers, Thought Leadership May Be Their Only Edge

July 11, 2019

Not every portfolio manager can become a rock star. But anyone can navigate towards becoming more visible, more respected and more influential. When your opinions really matter, you’ve arrived. This article was picked up by the 3PM blog.

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2019 SEO Marketing Trends

July 10, 2019

The importance of SEO in the digital marketing world has grown year over year. More consumers today make decisions online and it is key for businesses to have a digital presence. This has only made SEO harder for small businesses. In this article, Dan Sondhelm shared his thoughts along with other digital marketing experts.

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For Asset Managers, Thought Leadership May Be Their Only Edge

July 08, 2019

Not every portfolio manager can become a rock star. But anyone can navigate towards becoming more visible, more respected and more influential. When your opinions really matter, you’ve arrived. This article was picked up by Nasdaq.

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Dan Sondhelm to Present at Greater Cincinnati Mutual Fund Association Event

July 08, 2019

Sondhelm Partners is pleased to announce that Dan Sondhelm will speak on a GCMFA panel with James Curry from SS&C Alps at the Greater Cincinnati Mutual Fund Association workshop. The session will focus on growth strategies, trends and best practices in mutual fund distribution, marketing, and M&A. The event will be held July 18, 2019, in Cincinnati.

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The Yellow Brick Road Towards Thought Leadership

June 19, 2019

Not every portfolio manager can become a rock star. But anyone can navigate towards becoming more visible, more respected and more influential. When your opinions really matter, you’ve arrived.

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Harnessing the Power of SEO to Generate Qualified Leads

June 12, 2019

For SEO to work effectively, it can take several months to see results and it requires ongoing management to refine the methods and improve results, says Dan Sondhelm, in the Kurtosys blog.

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BlackRock’s acquisition of BGI 10 years ago fuels breakneck growth of investment giant

June 11, 2019

Ten years ago, BlackRock took a giant step toward becoming the world’s largest money manager, announcing it would acquire Barclays Global Investors. Dan Sondhelm shared his insight on the deal and what it means for asset managers today with Pension’s and Investments.

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Financial Advisors: How To Harness the Power of SEO to Generate Qualified Leads

June 03, 2019

Just building a website doesn’t mean investors will come. It needs to be digitally wired to make it visible and accessible to wandering eyes. An increasing number of advisors are discovering the ROI benefits of search engine optimization (SEO), not only in generating website traffic, but also for attracting more qualified leads. This story was picked up on Nasdaq.

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Harnessing the Power of SEO to Generate Qualified Leads

June 03, 2019

 Just building a website doesn’t mean investors will come. It needs to be digitally wired to make it visible and accessible to wandering eyes. An increasing number of advisors are discovering the ROI benefits of search engine optimization (SEO), not only in generating website traffic, but also for attracting more qualified leads. This story appeared on 3PM.

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