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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Insights


Enhancing Communications in a Stay-at-Home World

March 18, 2020

The spread of the Coronavirus and the first bear market in a decade have created the most challenging environment for asset managers since the Great Recession. With travel curtailed and many advisors and institutional consultants working remotely, salespeople are dramatically reducing their selling and focusing more on stemming outflows from key clients. But just because wholesalers aren’t on the road doesn’t mean that asset managers should be keeping a low profile. On the contrary, it’s more important than ever for firms to be communicating with their clients and prospects – and firms are emphasizing these strategies.

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Advisor Survey Stresses Importance of Giving Advisors What They Want

March 02, 2020

For asset managers looking to grow AUM, knowing what your target market wants and delivering it the way it wants is the key to increasing advisor engagement. Though the top-ranked leaders generally were the largest asset managers, the FUSE survey provides valuable insights for smaller firms seeking improved results from their marketing efforts.

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Defining, Empowering and Rewarding Change in Your Organization

February 24, 2020

In a recent article, I suggested four ways boutique asset managers can transform their sales and marketing culture. But before you can implement these change strategies from the top-down, it’s important to create a strong business case, backed by research, that specifies how the changes you’re recommending will deliver the specific results you need to

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New Money, New Methods

February 19, 2020

Remember when investors called your 800 number?

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In The News


Enhancing communications in a stay-at-home world

April 06, 2020

The twin slams of the spread of the Coronavirus and the first bear market in a decade have created the most challenging environment for asset managers since the Great Recession. How are firms handling the pandemic and their clients? Very well, so far. This story was featured in Nasdaq.

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3 Ways Active Managers Can Survive the Rest of 2020

April 01, 2020

Because market volatility may continue for some time, active managers with a proper strategy will be well-positioned to retain clients and have a better opportunity to capture more assets when the market recovers. Dan Sondhelm shared his thoughts with Synthesis’ Emilie Totten for this article in Money Management Executive.

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Asset Managers Have Clashing Views On Coronavirus Severity: Webinar

March 31, 2020

The duration and severity of coronavirus is still up for debate as investors look to gain an understanding of its economic impact. Those differing views were on display during a webinar hosted by marketing and distribution firm Sondhelm Partners on Friday, as featured in Fin News.

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