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Insights
When Sales and Marketing Finally Got on the Same Page
April 30, 2025
See how marketing turned one mutual fund salesperson’s cold calls into real conversations—and tripled her meetings.
How Marketing Coaches Can Benefit Financial Firms
April 28, 2025
Marketing coaches are often confused with fractional chief marketing officers (fractional CMOs), marketing consultants, and freelance marketing support. However, they are not the same things. This guide explains what marketing coaches do and how they can help financial companies achieve their promotional and sales goals.
AI Search for Asset Manager Marketing Is Trending
April 22, 2025
Artificial Intelligence (AI) has changed how investors find and use information about asset managers and all things financial. This article explains how AI complements—and differs from—Google in search capabilities for investors and asset managers.
Prospective Wealth Manager Clients are Active on LinkedIn. Shouldn’t You Be, Too?
April 16, 2025
Are you a wealth manager or other financial professional who wants to generate high-net-worth investor leads? The people you want to do business with are active on Linkedin, and you should be, too. This article explains how to leverage Linkedin to generate leads from prospective investors.
In The News
Dixon Midland Website, Developed by Sondhelm Partners, Wins Best Investment Website Award in 2025 Internet Advertising Competition
April 08, 2025
Dixon Midland’s website, developed by Sondhelm Partners, was recognized as the best in the industry by the 2025 Internet Advertising Competition. Learn more about this outstanding achievement.
Yoga Is the New Golf at Industry Conferences
March 25, 2025
Golf used to dominate industry conferences, but now conference goers are just as likely to pack their yoga mats as their golf clubs. And some conferences have gotten even more creative with the activities planned for attendees. Dan Sondhelm commented on the shift for Ignites.
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.
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