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.”

Watch our 60 second video

Stay Well-Informed With Our Latest Insights

Insights


Why Your Articles Don’t Get Picked Up by the News

November 05, 2018

Most articles submitted to financial news editors never get published. But aren’t publications “desperate” for content? Not really. To increase the odds, don’t do these three things.

Read more »


Don’t Write This in a “Cold” Email

October 12, 2018

I just received this "cold" email and wanted to share it (along with some pointers) with you. This is a great example of what not to write in an email. The sender claims to be a "digital marketing expert." Would you buy from him?

Read more »


Avi Nachmany: Mega-Trends Forcing Asset Managers to Revamp

September 17, 2018

There is little doubt that the mega-trends of the last several years have thrust the investment management industry into a period of transformative change. While still buttressed by a strong tailwind of asset-price inflation, investment management firms are facing increasing risks as the relentless downward fee pressure and passive flow migration threatens revenues and profits and, for some firms, their very existence.

Read more »


5 Ways Asset Managers Can Increase Advisor Engagement

September 12, 2018

Do you want ideas on how to better use your sales reports to build stronger relationships with your current advisors? SalesFocus Solutions’ David Halligan, a client, penned this recent article that was also picked up in Money Management Executive.

Read more »


In The News


PR Gets Story in Investor Hands

November 12, 2018

In an increasingly noisy marketplace being disrupted by social media and other technologies, public relations are undoubtedly a component of a sound marketing and communications plan for any asset manager. However, PR is one in an ever-growing set of tools available to asset managers to get their story in the hands of investors. Dan Sondhelm spoke on a panel with other pros at the Celera client conference.

Read more »


Social Media As The Gateway To New Clients

November 09, 2018

What’s the best and most efficient way to find new clients? While many advisors stick to the basics—seminars, free lunches, even (shudder) cold-calling—many advisors are moving to social media—and getting results. Dan Sondhelm was one of several experts to comment for this story.

Read more »


Why Your Articles Don’t Get Picked Up by the News

November 07, 2018

Most articles submitted to financial news editors never get published. But aren’t publications “desperate” for content? Not really. To increase the odds, don’t do these three things.

Read more »

Grow your business with Sondhelm Partners

Contact Us Today