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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Article Goes Viral with a Little Help

November 04, 2019

I've earned my share of retweets, likes and followers on Twitter over the years. But four years ago this month, Donald Trump helped a few of us become famous, sort of.

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Ready? Set? Go to an Industry Conference

October 31, 2019

Industry conferences can be a great place to showcase your funds and engage advisors. They provide unparalleled opportunities for you to play with the big boys, setting up your booth alongside some of the most well-known brands in the industry. Is it really worth the money?

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5 Strategies for Getting Salespeople to Adopt New Tech

October 28, 2019

Salespeople like doing things their way and can be resistant to change, especially when it comes to implementing new sales technologies. Katie Martz at Synthesis, our client, discusses five strategies for improving adoption in

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13 Considerations for Stronger Mutual Fund Marketing and Sales

October 24, 2019

Are you an asset manager who has a great story to tell, but finds that investors aren’t paying as much attention as you’d like? Or perhaps you’ve been building your growth strategy and want additional ways to amplify your results?

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In The News

Marketing Automation + CRM Integration: The Formula for Speedier and Superior Inbound Marketing

November 07, 2019

As more asset managers expand their use of digital marketing, we were invited to speak at the recent Satuit webinar.

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Leveraging Technology to Turbo Charge Your Sales & Marketing Game, Part 1

October 30, 2019

According to presenters of Tech Tools for Stronger Mutual Fund Sales and Marketing webinar recently presented by the ICI Small Funds Committee and Sondhelm Partners, boutique firms are adding technology to better compete with the biggest players.

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Beware Of The Pink Trap

October 17, 2019

More women than ever are earning graduate degrees, leading Fortune 500 companies, and spearheading financial decisions large and small. Marketing to this increasingly powerful group requires a different way of thinking. Read on for TD Ameritrade’s tips from Dan Sondhelm and other marketing pros to target and engage female clients and prospects in an effective way.

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