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Sondhelm Partners Recognized by Hedgeweek as Best Third-Party Marketing Firm in US for Third Consecutive Year
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Insights
The 9½ Reasons Why Asset Managers Should Hire a Fractional CMO
February 17, 2025
Are you considering hiring a part-time Chief Marketing Officer (CMO) to help grow your asset management firm? This article explains 9 1/2 reasons to make the move.
SEO for Asset Managers Is About to Get Really Interesting
February 13, 2025
Many financial firms live and die by the traffic Google sends to their websites, but AI has made that flow of traffic less dependable. Check out our best ideas about how financial firms can stay visible despite today’s uncertain search environment.
Digital Marketing for Wealth Managers: Proven Ways to Bring in More Assets
February 08, 2025
Today’s financial planning and wealth management sector is highly competitive. With all the options available—and more emerging constantly, including virtual ones—people take time to research firms to ensure they find the right ones for them. This guide explains the digital marketing tactics wealth managers must master to bring in new clients and revenue.
Pitch Books for Asset Managers
February 07, 2025
Most boutique asset managers, hedge fund managers, and wealth managers know the pitch book is a basic building block for new client acquisition. But they have little idea on how to build their book. Here are best practices for creating a great pitch book to tell your story.
In The News
Greek and Roman gods evoked fear, awe and envy. Their names now control trillions of dollars of your money.
February 12, 2025
An article in Pensions & Investments explains why so many crypto companies turn to mythology for their brand names. In it, Dan Sondhelm, founder and CEO of Sondhelm Partners, shares some insights. Read on to find out more.
F/m Beefs Up ETF Roster with a New Dozen
January 29, 2025
F/m Investments launches 12 new ETF strategies. With Intelligence turned to Dan Sondhelm for insights on the ambitious move into specialized fixed-income and small-cap markets.
Sondhelm Partners Wins Best Asset Management Third Party Marketing Company 2024 Award
January 03, 2025
Wealth & Finance International, a trusted global publication, presents the Private Equity and Venture Capital Awards, recognizing industry leaders and innovators who have contributed to private equity and venture capital firms. Find out about the latest award earned by Sondhelm Partners.
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