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Insights
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.
How Boutique Asset Managers Win with Thought Leadership
June 25, 2025
Your investment team creates brilliant insights daily, yet competitors grab headlines and win pitches. Here’s how frustrated boutique managers fix this visibility gap.
Why Institutional Investors Actually Love Webinars Too
June 18, 2025
Asset managers are shocked to discover their “sophisticated” institutional clients actually prefer the same content formats as retail advisors.
Sales Stuck in Neutral? Time for a Mid-Year Review
June 15, 2025
Are your sales stuck? Has growth stagnated? In this article, we detail the signs your growth strategy needs a second look and the steps you can take to break through barriers to tap into your firm’s true potential.
In The News
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.
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.
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