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.”
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Insights
Tech Tools for Marketing (Part 2)
May 20, 2019
In the second of the two part series, I discuss additional tools that can automate the production of marketing materials, deliver greater efficiency, transparency and accountability to your sales processes and boost the effectiveness of your inbound marketing initiatives.
Tech Tools for Sales (Part 1)
May 16, 2019
Your sales team shouldn’t spend time researching RIA and broker-dealer web sites and conducting fruitless email marketing and cold call campaigns to advisors who are unlikely to use your strategies and mutual funds. There are a wide variety of technologies that can improve the quality and efficiency of your sales and marketing efforts. In the first of this two-part series, I’ll summarize services that can help you identify growth opportunities in different channels and discover insights around fund flows and specific customers.
Why Public Relations is More Important Than Ever for Asset Managers
April 29, 2019
If you are a boutique asset manager, how do you stand out when times become volatile, and how will sophisticated investors know what you stand for? A market downturn may be an opportunity to invest in your growth, while others sit on the sidelines.
Harnessing the Power of SEO to Generate Qualified Leads
April 23, 2019
Just building a website doesn’t mean investors will come. It needs to be digitally wired to make it visible and accessible to wandering eyes. An increasing number of advisors are discovering the ROI benefits of search engine optimization (SEO), not only in generating website traffic, but also for attracting more qualified leads.
In The News
Why Public Relations is More Important Than Ever for Asset Managers
May 02, 2019
If you are a boutique asset manager, how do you stand out when times become volatile, and how will sophisticated investors know what you stand for? A market downturn may be an opportunity to invest in your growth, while others sit on the sidelines.
Harness the Power of SEO to Generate Qualified Leads
April 25, 2019
Just building a website doesn’t mean investors will come. It needs to be digitally wired to make it visible and accessible to wandering eyes. An increasing number of advisors are discovering the ROI benefits of search engine optimization (SEO), not only in generating website traffic, but also for attracting more qualified leads.
Marketing Numbers and Narrative: A Winning Combination
April 10, 2019
What’s more important to emphasize - a fund’s investment performance analytics or its investment process and management team. Both. To illustrate this point, I figured that a hypothetical analogy - just in time for the start of the baseball season - might be appropriate.
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