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.”
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Insights
Why Financial Advisors Should Embrace Digital Marketing – Webinar replay
January 29, 2020
Watch our webinar replay to learn how stronger digital marketing can help you attract and retain new customers.
How Smaller Hedge, Private Equity Funds Can Raise Capital When a Capital Raise is Premature
January 27, 2020
Smaller hedge and private equity funds often are run by money managers, not marketers. They want to grow but they struggle for investor dollar because of short track-records, not enough assets and limited reputations. Traditional third-party sales firms won’t represent them, yet. For now, use these marketing strategies to get noticed.
Plain-speaking the language of retail investors
January 20, 2020
Portfolio managers and analysts generally feel most comfortable interacting with highly sophisticated institutional consultants and wealth managers who are well versed in the highly technical and jargon-laded lingua franca of the investment world. But as many asset managers find themselves struggling to capture new inflows, they’re asking portfolio managers and analysts to communicate directly with
Three Game Changers for Financial Advisors in 2020
January 13, 2020
With the enforcement of Regulation Best Interest, this year will be a pivotal year for advisors concerned about thriving or just surviving.
In The News
Three Game Changers for Financial Advisors in 2020
January 23, 2020
With the enforcement of Regulation Best Interest, this year will be a pivotal year for advisors concerned about thriving or just surviving. As published on Iris.
The Passive vs Active Debate Asset Managers Should Be Having
January 20, 2020
To grow, firms need to be as active in the marketing and sales side of their business as they are in the investment side of their business. If you have a good story to tell, and you are committed to growth, all you need are the right strategies. Read Dan Sondhelm’s latest Money Management Executive article.
Entrepreneurs Reveal The Unique Side About Being an Entrepreneur in DC, Maryland & Virginia
January 17, 2020
Being a DMV entrepreneur comes with benefits making it unique to run a business. Dan Sondhelm discusses the opportunity for growth in the region for this article in CEO Blog Nation.
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