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 to Avoid Wasting Your Money on Marketing Automation

March 18, 2019

Asset managers are purchasing marketing automation platforms which can cost between $1,500 and $2,500 per month on a subscription basis with long-term commitments. Yet, many are using it like a $100 per month, no commitment MailChimp or Constant Contact program. That’ like buying a Porsche and driving it like it’s a Hyundai. Why spend the money if you don’t benefit from more utility?

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Getting Introductions as a Highly Referable Advisor

March 05, 2019

When asked where their very best clients came from, successful financial advisors will likely say “referrals,” which raises the question “why don’t more advisors ask for referrals?”

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Happy Days are Here Again?

February 28, 2019

If you only read the headlines for Morningstar’s latest Direct Fund Flows Commentary, you might walk away with the impression that investors have come back in force. And that the dominance of passive funds over active funds is finally beginning to crack. Think again. If you go behind the headlines, you’ll see that the numbers aren’t as impressive as they might seem.

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For Asset Managers, Thought Leadership is the Key Differentiator

February 25, 2019

Thought leadership is about creating insight that provides people with a different perspective on issues that matter to them. Authentic thought leadership challenges conventional wisdom while provoking or influencing thought. Memorable, insightful, and impactful thought leadership content is built on these key elements.

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In The News


Dan Sondhelm to Speak On-site to a Large Series Trust Board

March 20, 2019

Sondhelm Partners is pleased to announce that Dan Sondhelm will speak on-site to a large mutual fund series trust board next month. The discussion is designed to provide fund board education on growth (and survival issues) for existing and new boutique managers.

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Dan Sondhelm to Speak on a 3PM Webinar on Growth Through Digital Marketing

March 18, 2019

Sondhelm Partners is pleased to announce Dan Sondhelm will be a panelist for a Third Party Marketing Association webinar. The webinar will help asset managers and third party sales firms use digital marketing to speed up the sales process and attract warm leads.

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Technology is Changing the Playing Field (and the Players)

March 17, 2019

The unalterable trends transforming the asset management industry are forcing firms to question their business models with many scrambling to maintain relevance in an evolving value chain. Driven by the growth of low-cost investments and other pricing pressures, the long-entrenched dynamics of the advisor/asset manager relationship are changing. The article was published in Kurtosys.

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