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
Is Your Firm Practicing Sales Prevention?
October 10, 2019
Sales are so important, yet many firms actually practice sales prevention. Here are the ways and what they can do instead.
You Can’t Afford to Make a Bad Voicemail Impression
October 04, 2019
An advisor friend gets about 10 cold calls a week from mutual fund wholesalers. The number he returns? Zero. Here’s the transcription of one recent cold caller, a list of mistakes he made in his message, and what he should have said instead.
Don’t Open This Email Alert… or Else
September 24, 2019
Thank you for taking the time to open this email message and click to our website to read the full article. But, you shouldn’t have. Now we can track your every move digitally. And we can act on this information, if we choose. We promise, though, we won’t be a pain.
M&A: The Price of Overpaying for Past Performance
September 09, 2019
How is the business of baseball similar to the business of mutual funds? For both, it’s dangerous to overpay for performance.
In The News
Sondhelm Partners to Discuss Digital Marketing on Satuit Webinar
October 10, 2019
Sondhelm Partners is proud to announce Dan Sondhelm will discuss advanced digital marketing strategies for asset managers on a webinar for Satuit Technologies clients. Dan will discuss how marketing automation is different (and better) than email marketing and why sales teams prefer it. He will also provide tips to strengthen digital results. In addition, Satuit CEO Karen Maguire will discuss the integration between Satuit and their marketing automation partners.
You’ve Opened an Email Marketing Alert. Now What?
October 04, 2019
Thank you for taking the time to open this email message and click to our website to read the full article. But, you shouldn’t have. Now we can track your every move digitally. And we can act on this information, if we choose. We promise, though, we won’t be a pain. As published in Nasdaq.
Sondhelm Partners to Participate in Third Party Marketers Association Annual Conference
October 01, 2019
Sondhelm Partners is pleased to announce that Dan Sondhelm will be a presenter for the Third Party Marketers Association’s Annual Conference and a judge for the Manager Exchange. The Annual Conference offers a great way for investment managers and marketers to learn best practices, share experiences and network. The Manager Exchange provides investment managers a forum to present their story to a group of marketers who will provide feedback to enhance their stories.
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