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


Is Your Firm Practicing Sales Prevention?

October 10, 2019

Sales are so important, yet many firms actually practice sales prevention. Here are the ways and what they can do instead.

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You Can’t Afford to Make a Bad Voicemail Impression

October 04, 2019

An advisor friend gets about 10 cold calls a week from mutual fund wholesalers. The number he returns? Zero. Here’s the transcription of one recent cold caller, a list of mistakes he made in his message, and what he should have said instead.

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Don’t Open This Email Alert… or Else

September 24, 2019

Thank you for taking the time to open this email message and click to our website to read the full article. But, you shouldn’t have. Now we can track your every move digitally. And we can act on this information, if we choose. We promise, though, we won’t be a pain.

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M&A: The Price of Overpaying for Past Performance

September 09, 2019

How is the business of baseball similar to the business of mutual funds? For both, it’s dangerous to overpay for performance.

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In The News


Sondhelm Partners to Discuss Digital Marketing on Satuit Webinar

October 10, 2019

Sondhelm Partners is proud to announce Dan Sondhelm will discuss advanced digital marketing strategies for asset managers on a webinar for Satuit Technologies clients. Dan will discuss how marketing automation is different (and better) than email marketing and why sales teams prefer it. He will also provide tips to strengthen digital results. In addition, Satuit CEO Karen Maguire will discuss the integration between Satuit and their marketing automation partners.

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You’ve Opened an Email Marketing Alert. Now What?

October 04, 2019

Thank you for taking the time to open this email message and click to our website to read the full article. But, you shouldn’t have. Now we can track your every move digitally. And we can act on this information, if we choose. We promise, though, we won’t be a pain. As published in Nasdaq.

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Sondhelm Partners to Participate in Third Party Marketers Association Annual Conference

October 01, 2019

Sondhelm Partners is pleased to announce that Dan Sondhelm will be a presenter for the Third Party Marketers Association’s Annual Conference and a judge for the Manager Exchange. The Annual Conference offers a great way for investment managers and marketers to learn best practices, share experiences and network. The Manager Exchange provides investment managers a forum to present their story to a group of marketers who will provide feedback to enhance their stories.

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