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Sondhelm Partners Recognized by Hedgeweek as Best Third-Party Marketing Firm in US for Third Consecutive Year
“We want to buy mutual funds to grow AUM or sell our funds to a firm with stronger distribution.”
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Insights
How to Write the Perfect Finance Blog Post
July 30, 2025
Maybe you’re new to blogging. Perhaps you’ve been at it for a while, but are questioning whether you’re getting it right. This guide explains what you must know to become a top content creator in the financial services industry.
How Financial Advisors Build Winning Second Opinion Marketing Campaigns
July 20, 2025
Many investors are dissatisfied with their financial advisor and ready to find a new partner. This article explains how wealth managers can grow their business by creating a successful second-opinion marketing campaign.
Should You Start Marketing Now or Wait? The Timing Dilemma Every Boutique Manager Faces
July 16, 2025
Boutique managers think waiting three years to market gives them credibility. They’re actually missing the investors who specifically hunt for emerging talent.
How Financial Firms can Target the Clients They Want to Attract on Linkedin
July 09, 2025
LinkedIn is a popular platform for wealth and asset managers. This article explains how to use LinkedIn ads targeting to connect with the advisors, financial professionals, and investors you want to do business with.
In The News
We’re Triple Nominees at the 2025 Hedgeweek US Awards
July 24, 2025
Sondhelm Partners is shortlisted in three categories at the 2025 Hedgeweek US Awards - the only firm nominated across all marketing disciplines. Vote for us by August 8th.
Sondhelm Partners Makes Shortlist for Placement Agent of the Year
July 15, 2025
Four placement agents secured coveted spots, but the real competition begins now. Which firm will dominate alternative credit's biggest night in November?
MSIM, Russell Top Midsize Managers Brand Rep List
June 05, 2025
Midsize fund managers face a brutal reality: they can't match big firms' marketing budgets, yet branding determines survival. Dan Sondhelm weighs in on this topic in Ignites.
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