Sondhelm Partners is the premier provider of integrated distribution, marketing, and public relations for the asset management industry
“We want to buy mutual funds to grow AUM or sell our funds to a firm with stronger distribution.”
Watch our 60 second video
Stay Well-Informed With Our Latest Insights
Insights
Why Your Articles Don’t Get Picked Up by the News
November 05, 2018
Most articles submitted to financial news editors never get published. But aren’t publications “desperate” for content? Not really. To increase the odds, don’t do these three things.
Don’t Write This in a “Cold” Email
October 12, 2018
I just received this "cold" email and wanted to share it (along with some pointers) with you. This is a great example of what not to write in an email. The sender claims to be a "digital marketing expert." Would you buy from him?
Avi Nachmany: Mega-Trends Forcing Asset Managers to Revamp
September 17, 2018
There is little doubt that the mega-trends of the last several years have thrust the investment management industry into a period of transformative change. While still buttressed by a strong tailwind of asset-price inflation, investment management firms are facing increasing risks as the relentless downward fee pressure and passive flow migration threatens revenues and profits and, for some firms, their very existence.
5 Ways Asset Managers Can Increase Advisor Engagement
September 12, 2018
Do you want ideas on how to better use your sales reports to build stronger relationships with your current advisors? SalesFocus Solutions’ David Halligan, a client, penned this recent article that was also picked up in Money Management Executive.
In The News
PR Gets Story in Investor Hands
November 12, 2018
In an increasingly noisy marketplace being disrupted by social media and other technologies, public relations are undoubtedly a component of a sound marketing and communications plan for any asset manager. However, PR is one in an ever-growing set of tools available to asset managers to get their story in the hands of investors. Dan Sondhelm spoke on a panel with other pros at the Celera client conference.
Social Media As The Gateway To New Clients
November 09, 2018
What’s the best and most efficient way to find new clients? While many advisors stick to the basics—seminars, free lunches, even (shudder) cold-calling—many advisors are moving to social media—and getting results. Dan Sondhelm was one of several experts to comment for this story.
Why Your Articles Don’t Get Picked Up by the News
November 07, 2018
Most articles submitted to financial news editors never get published. But aren’t publications “desperate” for content? Not really. To increase the odds, don’t do these three things.
Connect
