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


Technology is Changing the Playing Field (and the Players)

January 21, 2019

The unalterable trends transforming the asset management industry are forcing firms to question their business models with many scrambling to maintain relevance in an evolving value chain. Driven by the growth of low-cost investments and other pricing pressures, the long-entrenched dynamics of the advisor/asset manager relationship are changing.

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For Asset Managers, the Profit is in the Relationship

January 14, 2019

At a time of rapid change, innovation and heightened competition, asset managers must invest in ways to better understand the needs of advisors and thoughtfully choose the right channels for interacting with them.

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What Does Your Online Presence Say About You?

January 07, 2019

You have an online presence, either intentionally or unintentionally, or both. Go ahead and “Google” yourself or the name of your firm. Does anything come up on the first page of search results? Keep looking, you’re there, somewhere. Hopefully it is your website that shows up, and hopefully it is somewhere on the first couple of pages of the search. If not, consider these strategies so clients, prospects and other important people can find you easily.

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Casey Quirk: 2019 is a Pivotal Year for Asset Managers

December 11, 2018

A weakening market and increasing volatility are continuing to expose the soft underbelly of the asset management industry. After a decade of year-over-year growth in AUM, managers have reached a critical juncture where a transitioning market can no longer mask the lack of organic growth, which is vital to sustainable profits. What are managers to do?

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In The News


Now Is Not The Time For Advisors To Cut Back On Their Marketing

January 16, 2019

During tough times, many financial advisors don’t always follow their own advice - to exercise patience and discipline - until the storm passes. Instead of forging ahead with their growth strategies, many look to cut marketing and communications when investors need it most. Dan Sondhelm’s latest contribution to Financial Advisor Magazine shares what advisors can do instead.

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What Does Your Online Presence Say About You?

January 15, 2019

Dan Sondhelm’s first contribution for Nasdaq.com focuses on your online presence. Do you and your firm come up? If not, consider these strategies so clients, prospects and other important people can find you easily.

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2019 Will Be a Pivotal Year for Asset Managers

December 13, 2018

As the page turns on 2018, a weakening market and increasing volatility are continuing to expose the soft underbelly of the asset management industry.

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