Sondhelm Partners is the premier provider of integrated distribution, marketing, and public relations for the asset management industry
Sondhelm Partners Named Best Third-Party Marketing Firm in United States for 2022 and 2023
“We want to buy mutual funds to grow AUM or sell our funds to a firm with stronger distribution.”
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Insights
Would You Drive a Fast Car Slowly? Overcoming Common HubSpot Roadblocks
July 06, 2023
Are you underusing HubSpot like driving a sports car at 30 mph? Uncover why this happens to many asset managers and learn how to overcome common roadblocks.
How to Turn Your Personal Network into Your Hedge Fund’s First Investors
June 07, 2023
Are you starting a hedge fund? You want institutional seeders, but don't underestimate the power of your personal network to get you started.
The Key to Engaging Financial Advisors: Wholesalers, White Papers, and Podcasts
May 16, 2023
What captivates financial advisors? Skilled wholesalers, insightful digital content, or a blend? Let's explore two recent surveys to unravel this mystery.
How to Stop Email Tag (and Rules to Confirm the Meeting Faster)
March 22, 2023
Few things are more important than securing a meeting with a key prospect or client, particularly when time is of the essence. Unfortunately, many boutique asset managers inadvertently complicate the process of scheduling meetings by getting caught up in unnecessary email tag, resulting in a loss of urgency and missed opportunities. Do this instead.
In The News
Replay Now Available for GAMMA Webinar on AI Trends for Asset Managers
September 27, 2023
Did you miss the live GAMMA webinar on AI trends shaping the asset management industry? Don’t worry; the full replay is now available for viewing. The session features insights from Daniel Satchkov of RiXtrema and is moderated by Dan Sondhelm. The webinar dissects the latest advancements in AI technology, its role in asset management, and
Sondhelm Partners Spearheads Award-Winning Website for Lawson Kroeker Investment Management
September 20, 2023
Sondhelm Partners collaborated on another award-winning website. This time, Lawson Kroeker Investment Management won the "Best Mutual Fund Website" award for its emphasis on timely content and education. Uncover the story behind this accolade.
Expanding Your Mindset and Approach for Financial Marketing
September 12, 2023
In an interview with Bill Hortz, Founder of the Institute for Innovative Development, for NASDAQ, Dan Sondhelm unpacks "Virtual Distribution," a transformative strategy for fine-tuning marketing channels to amplify AUM growth, navigate the noise, and achieve results.
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