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Insights
24 Marketing Metrics Financial Firms Must Monitor to Achieve Success
May 15, 2025
Financial services companies are all about the numbers. So why are so many so bad about tracking marketing metrics and evaluating results? This guide cuts through clutter and confusion and provides a complete list of marketing metrics financial firms should track.
Fuse: Public Relations Delivers the Highest ROI in Asset Management Distribution
May 13, 2025
Discover why public relations tops all distribution activities for asset managers—and how to leverage it effectively.
Fixing the 12 Hidden Public Relations Flaws Holding Back Asset Managers
May 13, 2025
Are competitors getting all the press? Discover 12 hidden PR mistakes keeping your asset management firm invisible.
Three Strategies to Manage a Crisis
May 06, 2025
Negative incidents can impact a company’s reputation, costing it millions. Most large companies have teams and procedures to respond to them. However, reputational damage can devastate smaller firms, especially those managing other people’s money. This guide explains how they can plan for crises.
In The News
This Could Have Been An Email: How to ‘Kill Meetings’
May 12, 2025
Executives fight calendar bloat as top CEOs declare war on unnecessary meetings. Dan Sondhelm says being intentional with scheduling improves productivity in financial firms.
Dixon Midland Website, Developed by Sondhelm Partners, Wins Best Investment Website Award in 2025 Internet Advertising Competition
April 08, 2025
Dixon Midland’s website, developed by Sondhelm Partners, was recognized as the best in the industry by the 2025 Internet Advertising Competition. Learn more about this outstanding achievement.
Yoga Is the New Golf at Industry Conferences
March 25, 2025
Golf used to dominate industry conferences, but now conference goers are just as likely to pack their yoga mats as their golf clubs. And some conferences have gotten even more creative with the activities planned for attendees. Dan Sondhelm commented on the shift for Ignites.
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