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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Is Your Asset Management Firm Practicing Sales Prevention?

September 22, 2020

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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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.

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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

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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.

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In The News

Rise in Webinar Hosting During COVID – 19

October 20, 2020

The COVID-19 situation has made it impossible to conduct in-person meetings or presentations. As a result, the popularity of webinars increased considerably. Dan Sondhelm shared his thoughts for a survey of 126 businesses and webinar hosts to find the change in their webinar hosting activities, plans for future in-person meetings, and tips on conducting a successful webinar.

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Sondhelm Partners to Speak at 3PM Games: Dynamic Marketing Webinar

October 15, 2020

Sondhelm Partners is pleased to announce that Dan Sondhelm will speak at the 3PM Games: Dynamic Marketing Webinar. Dan will discuss how asset managers and mutual funds are using LinkedIn to attract and engage with clients and prospects. The webinar will be held October 20, 2020 at 10:00 am ET.

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Sondhelm Partners to Speak at 2020 Virtual Cohen Client Conference

September 28, 2020

Sondhelm Partners is pleased to announce that Dan Sondhelm will speak at the 2020 Virtual Cohen Client Conference. Dan will discuss how boutique asset managers have rebounded from COVID, client engagement strategies, product development and mergers and acquisition trends. The conference will be held October-15, 2020.

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