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.”
Assess Your Growth Strategy
Are you on track to meet your goals? What’s working and what’s not? What improvements can you make? Take our growth assessment to understand your opportunities for growth. You will also receive our complimentary report, “How to Rethink Your Growth Strategy Now."
Watch our 60 second video
Stay Well-Informed With Our Latest Insights
Insights
How Content Marketing Changes the Game for Asset Managers
September 09, 2020
In their struggle for visibility and engagement, asset managers are beginning to realize there is very little to differentiate themselves, which is why an increasing number of firms are turning their focus to timely content.
Time to Prepare Now for the Future of Wholesaling
August 11, 2020
With wholesalers now bound to their desks (or their homes) for the immediate future, what should sales managers do to prepare today for the future of wholesaling? Our client Fugent's Michelle DeMond-Axelrod penned this article for MFWire.com.
4 Ways to Transform Your Firm’s Sales and Marketing Culture
August 10, 2020
Investing in tactics can help, but your firm will be better off by encouraging greater flexibility and participation among those who can play a more effective role in delivering your message to the marketplace. Here are four suggestions to start this process.
Prioritizing Your Digital Marketing Wish List
July 17, 2020
Many boutique asset managers couldn’t or wouldn’t invest more on digital marketing. And this neglect has come back to haunt them.
In The News
4 Ways to Transform Your Firm’s Sales and Marketing Culture
September 14, 2020
Investing in tactics can help, but your firm will be better off by encouraging greater flexibility and participation among those who can play a more effective role in delivering your message to the marketplace. Here are four suggestions to start this process. Read Dan Sondhelm’s latest contribution to NASDAQ.
The Best and Worst Asset Manager Websites for Clarity
September 03, 2020
Study praises Federated Hermes, Barclays, but finds average asset manager website harder to read than an academic paper. Dan Sondhelm spoke to Fund Intelligence for this article.
Understanding the Payroll Tax Deferral
August 28, 2020
When President Trump deferred payroll taxes for four months, he created a lot of questions for clients. That gives you a chance to shine. Dan Sondhelm commented for this article.
Connect
