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 in 2022

The annual Hedgeweek US Awards recently recognized Sondhelm Partners as the Best Third-Party Marketing Firm.

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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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.

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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.

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Developing a Personal Backstory that Resonates with Clients

February 28, 2023

Investors and potential clients crave a deeper understanding of the person managing their money. They want to know what shaped their values, what inspired them to pursue a career in asset management, and what personal experiences have influenced their investment strategies. This is where a personal backstory comes in.

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How to Enhance Your Conference Room for Virtual Meetings and Win More Business

February 14, 2023

As the financial industry has returned to the office, boutique asset managers need to take their conference room virtual meetings more seriously to look the part of a serious firm and win more business. This additional effort will help you convert more prospects to clients and keep existing clients longer.

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In The News

Coming Up To Speed on a Whirlwind Era for Advisor Technology

May 24, 2023

Explore the AI revolution transforming the financial advisory sector, reshaping investment strategies, and empowering advisors with cutting-edge technology. Dan Sondhelm opined for this article in BISA Portfolio.

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Invesco to Swap Tickers on 11 ETFs in Rebrand

May 22, 2023

Invesco will change the tickers for 11 products in its suite of equal-weight ETFs that track the S&P 500. Dan Sondhelm opined for this Ignites article.

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‘Vanishing Advisors’ Ghost Wholesalers

April 13, 2023

Remote working and the availability of digital tools have changed the way salespeople engage with advisors. Dan Sondhelm opined for this Ignites article.

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