Sondhelm Partners is the premier provider of integrated distribution, marketing, and public relations for the asset management industry 

brand positioning for asset managers

“Our story needs some work.”

Distribution Help For Fund Managers

“Our sales team could use some direction.”

Marketing firms for asset managers

“Our email-blasts just aren’t gaining traction.”

PR for portfolio managers

“We aren’t getting the news coverage we deserve.”

Help for asset managers with mergers and acquisitions

“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 Content Marketing Changes the Game for Asset Managers

September 09, 2020

In their struggle for visibility and engagement, asset managers are beginning to realize there is very little to differentiate themselves, which is why an increasing number of firms are turning their focus to timely content.

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Time to Prepare Now for the Future of Wholesaling

August 11, 2020

With wholesalers now bound to their desks (or their homes) for the immediate future, what should sales managers do to prepare today for the future of wholesaling? Our client Fugent's Michelle DeMond-Axelrod penned this article for MFWire.com.

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4 Ways to Transform Your Firm’s Sales and Marketing Culture

August 10, 2020

Investing in tactics can help, but your firm will be better off by encouraging greater flexibility and participation among those who can play a more effective role in delivering your message to the marketplace. Here are four suggestions to start this process.

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Prioritizing Your Digital Marketing Wish List

July 17, 2020

Many boutique asset managers couldn’t or wouldn’t invest more on digital marketing. And this neglect has come back to haunt them.

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In The News


4 Ways to Transform Your Firm’s Sales and Marketing Culture

September 14, 2020

Investing in tactics can help, but your firm will be better off by encouraging greater flexibility and participation among those who can play a more effective role in delivering your message to the marketplace. Here are four suggestions to start this process. Read Dan Sondhelm’s latest contribution to NASDAQ.

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The Best and Worst Asset Manager Websites for Clarity

September 03, 2020

Study praises Federated Hermes, Barclays, but finds average asset manager website harder to read than an academic paper. Dan Sondhelm spoke to Fund Intelligence for this article.

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Understanding the Payroll Tax Deferral

August 28, 2020

When President Trump deferred payroll taxes for four months, he created a lot of questions for clients. That gives you a chance to shine. Dan Sondhelm commented for this article.

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