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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Six Strategies to Strengthen Your Digital Marketing

December 09, 2019

The results your digital marketing program delivers are only as good as the quality of your content and the relevancy of the people you’re trying to reach.

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Are You “Bearly” Prepared?

December 04, 2019

At some point, the bad times will return. When they arrive, some asset managers will find new revenue opportunities, while others will need to go into survival mode. The smart firms will anticipate where they could end up and start preparing for the inevitable.

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Rule Change Eases New ETF Launches But Post-Launch Challenges Remain

November 22, 2019

It may be easier to launch an ETF. But you still need “juice” to attract investors.

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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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In The News

What’s in store for wholesaling in the coming year?

December 12, 2019

As asset managers continue to do more with less, substantial changes are taking place when it comes to selling mutual funds. Dan Sondhelm commented for this story in Financial Planning Magazine.

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Is Your Firm Practicing Sales Prevention?

December 11, 2019

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

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Fidelity Picks New Leader for $2.8T Asset Mgmt Division

December 06, 2019

While Grenier, who currently serves as global head of asset management for Fidelity International Limited, lacks the technology background of his predecessor, the asset management division is likely to continue to prioritize tech capabilities. Dan Sondhelm commented for this FUNDfire story.

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