Sondhelm Partners is the premier provider of integrated distribution, marketing, and public relations for the asset management industry
“We want to buy mutual funds to grow AUM or sell our funds to a firm with stronger distribution.”
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Insights
Is Your Asset Management Firm Practicing Sales Prevention?
September 22, 2020
Sales are so important, yet many firms actually practice sales prevention. Here are the ways and what they can do instead.
How Content Marketing Changes the Game for Asset Managers
September 09, 2020
In their struggle for visibility and engagement, asset managers are beginning to realize there is very little to differentiate themselves, which is why an increasing number of firms are turning their focus to timely content.
Time to Prepare Now for the Future of Wholesaling
August 11, 2020
With wholesalers now bound to their desks (or their homes) for the immediate future, what should sales managers do to prepare today for the future of wholesaling? Our client Fugent's Michelle DeMond-Axelrod penned this article for MFWire.com.
4 Ways to Transform Your Firm’s Sales and Marketing Culture
August 10, 2020
Investing in tactics can help, but your firm will be better off by encouraging greater flexibility and participation among those who can play a more effective role in delivering your message to the marketplace. Here are four suggestions to start this process.
In The News
Rise in Webinar Hosting During COVID – 19
October 20, 2020
The COVID-19 situation has made it impossible to conduct in-person meetings or presentations. As a result, the popularity of webinars increased considerably. Dan Sondhelm shared his thoughts for a survey of 126 businesses and webinar hosts to find the change in their webinar hosting activities, plans for future in-person meetings, and tips on conducting a successful webinar.
Sondhelm Partners to Speak at 3PM Games: Dynamic Marketing Webinar
October 15, 2020
Sondhelm Partners is pleased to announce that Dan Sondhelm will speak at the 3PM Games: Dynamic Marketing Webinar. Dan will discuss how asset managers and mutual funds are using LinkedIn to attract and engage with clients and prospects. The webinar will be held October 20, 2020 at 10:00 am ET.
Sondhelm Partners to Speak at 2020 Virtual Cohen Client Conference
September 28, 2020
Sondhelm Partners is pleased to announce that Dan Sondhelm will speak at the 2020 Virtual Cohen Client Conference. Dan will discuss how boutique asset managers have rebounded from COVID, client engagement strategies, product development and mergers and acquisition trends. The conference will be held October-15, 2020.
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