Sondhelm Partners is the premier provider of integrated distribution, marketing, and public relations for the asset management industry 

“We find it difficult to differentiate our funds from those of our competitors.”

“​​We don’t have strong relationships with the gatekeepers.”

“Our website is not generating quality leads.”

“Our portfolio managers and products are not getting the attention from the media they deserve.”

“I want to manage money but get rid of the headache of operating the mutual fund.”

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Insights


Are You Giving Advisers What They Want?

November 14, 2017

When it comes to communications from asset managers, advisors want insights and marketing intelligence and opportunities to interact with portfolio managers and CIOs, not product pitches andcold calls. These are just a few of the key findings revealed in Giving Advisers What They Want, a new advisor research whitepaper written by Jeff Briskin of Briskin… Read more »

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25 Ways to Promote and Distribute Your White Paper

November 13, 2017

Let’s say you’ve just completed an educational white paper on a topic of clear and compelling interest to your existing and potential best new clients. How do you promote and distribute it? Do you put it in clear plastic and hang it on doors? Slide it under windshield wipers? Drop it from airplanes? Promoting a… Read more »

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Creating a Compelling Investment Story

November 07, 2017

Many asset management firms I work with ask me to review their marketing and sales strategies, pitchbooks, collateral materials and website content to find ways to improve them. Beyond the stale look, I often find “marketing symptoms” that point to a much larger malady—an outdated, undifferentiated, or poorly communicated investment story.To address these issues, I… Read more »

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Rethink Your 2018 Growth Strategy Now

October 30, 2017

Mutual fund flows are predictable. Fund flows tend to be largest in the beginning of the year when investors rebalance portfolios, invest bonuses and contribute to IRA’s after the holidays. If you have a good story to tell and have not yet developed your game plan to grow in 2018, you may miss some of… Read more »

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In The News


Dan Sondhelm to Moderate Celera Systems Webinar focusing on Growth for 2018; Limited Space Still Available

November 18, 2017

Do you have a good story to tell? Do you want to finally get discovered by investors or learn about other ways to amplify your growth? The end of the year is the perfect time to think about your current results and how you can do even better over the next twelve months. The session will help ensure you’ve thought through the major considerations for your growth strategy in 2018.

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Franklin Templeton’s ETF play reveals pain of being late — yet it beats never

November 09, 2017

For a company as big, old, proud and well-known as Franklin Templeton, the rationalizations for why ETFs should be ignored are long and diverse. It is time for Franklin Templeton to embrace RIAs with greater fervor. Producing ETFs is a place to start, even if it underscores the strategic oversight of not starting a decade ago. Dan Sondhelm and other industry pros comment on this new offering and what it means for the industry.

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20 Entrepreneurs Share Tips on Authority Positioning

November 08, 2017

Being viewed as an authority in your field is essential in helping achieve your business goals. It makes you visible by raising your expertise to become a center of prestige. Many small businesses continue to face challenges in getting their word out there to command respect and gain brand recognition. There are various ways one can get to this position of command. Dan Sondhelm was one of 20 entrepreneurs and business owners who offered tips to position yourself as an authority. Dan is #16 on the list.

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