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

Sondhelm Partners Named Best Third-Party Marketing Firm in United States in 2022

The annual Hedgeweek US Awards recently recognized Sondhelm Partners as the Best Third-Party Marketing Firm.

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 Stop Email Tag (and Rules to Confirm the Meeting Faster)

March 22, 2023

Few things are more important than securing a meeting with a key prospect or client, particularly when time is of the essence. Unfortunately, many boutique asset managers inadvertently complicate the process of scheduling meetings by getting caught up in unnecessary email tag, resulting in a loss of urgency and missed opportunities. Do this instead.

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Developing a Personal Backstory that Resonates with Clients

February 28, 2023

Investors and potential clients crave a deeper understanding of the person managing their money. They want to know what shaped their values, what inspired them to pursue a career in asset management, and what personal experiences have influenced their investment strategies. This is where a personal backstory comes in.

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How to Enhance Your Conference Room for Virtual Meetings and Win More Business

February 14, 2023

As the financial industry has returned to the office, boutique asset managers need to take their conference room virtual meetings more seriously to look the part of a serious firm and win more business. This additional effort will help you convert more prospects to clients and keep existing clients longer.

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A Roadmap for Modern Marketing Analytics: MarketBridge Executive Whitepaper

February 03, 2023

Read a summary and download this whitepaper, a detailed, concrete resource for Marketers and Marketing Analytics professionals looking to take their organizations to the next level of data-driven decision-making.

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In The News


Marketing Rule Scares Advisors Off Social Media: Survey

March 23, 2023

A third of investment advisors said social media played a significant role in their 2022 marketing efforts, down from 76% from 2021. But usage could pick back up once they better understand the new marketing rule. Dan Sondhelm opined for this Ignites article.

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Developing a Personal Backstory that Resonates with Clients

March 22, 2023

Investors and potential clients crave a deeper understanding of the person managing their money. They want to know what shaped their values, what inspired them to pursue a career in asset management, and what personal experiences have influenced their investment strategies. This is where a personal backstory comes in. We contributed this article to Advisorpedia.

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Investor Identities, Availability Cascades, and Unknown Unknowns

March 14, 2023

The Investment Ecosystem touted our recent article on the importance of developing personal backstories for asset managers. Consider subscribing to TIE for unique insights and idea creation from a wide range of industry professionals.

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