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Insights
Wealth Managers: Define Your Who and What to Grow Your Business
March 24, 2025
Many wealth managers need help clarifying their messaging, service offerings, and who they serve. Long-term asset and revenue growth comes from having a clear focus on these things. This checklist will help identify your highest-value investors and services so you can base your business marketing on them.
Boutique Asset Manager Guide to Client Communication When Markets Tumble
March 18, 2025
When markets crash, your clients need to hear your voice—not silence. Here's how to communicate clearly when it matters most, turning market chaos into your competitive advantage.
Wealth Managers: Want More Clients? Get a Better Message
March 10, 2025
What makes your wealth management firm unique? It may not be what you think. It’s not your excellent performance, sterling service offerings, or amazing investment process. The answer is your message. This article shows how to build your wealth management firm to stand apart—and to get more conversations and clients.
Common Financial Marketing Mistakes and How to Avoid Them
March 04, 2025
Check out some of the most common marketing errors asset managers and other financial firms make and how to avoid them.
In The News
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.
A Win That Shows How Financial Communication Is Changing
March 03, 2025
Fund Intelligence Awards honors excellence in financial communication at New York's Metropolitan Club. Sondhelm Partners and KraneShares demonstrate how clear storytelling triumphs over technical complexity in modern investment marketing.
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