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


Numbers and Narrative – A Winning Combination

April 01, 2019

What’s more important to emphasize - a fund’s investment performance analytics or its investment process and management team. Both. To illustrate this point, I figured that a hypothetical analogy - just in time for the start of the baseball season - might be appropriate.

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What Asset Managers Can Learn From Vineyards About Marketing

March 24, 2019

Why do we need to spend time developing original content? My web site and wholesalers tell advisors and institutions everything they need to know. Consider the story of a local vineyard that successfully leverages its subject matter expertise to turn wine aficionados like me into loyal customers.

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How to Avoid Wasting Your Money on Marketing Automation

March 18, 2019

Asset managers are purchasing marketing automation platforms which can cost between $1,500 and $2,500 per month on a subscription basis with long-term commitments. Yet, many are using it like a $100 per month, no commitment MailChimp or Constant Contact program. That’ like buying a Porsche and driving it like it’s a Hyundai. Why spend the money if you don’t benefit from more utility?

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Getting Introductions as a Highly Referable Advisor

March 05, 2019

When asked where their very best clients came from, successful financial advisors will likely say “referrals,” which raises the question “why don’t more advisors ask for referrals?”

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In The News


Marketing Numbers and Narrative: A Winning Combination

April 10, 2019

What’s more important to emphasize - a fund’s investment performance analytics or its investment process and management team. Both. To illustrate this point, I figured that a hypothetical analogy - just in time for the start of the baseball season - might be appropriate.

Read more »


How Digital Assets Can Drive Sales (Webinar Highlights)

April 04, 2019

In a recent Third Party Marketing Association webinar, “How Digital Marketing Drives Sales”, Kurtosis’ Rich Watts and Dan Sondhelm shared their insight on how firms are using digital marketing strategies to increase the level of engagement with their target audience and empower their sales teams with actionable data.

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How to Avoid Wasting Your Money on Marketing Automation

April 03, 2019

Asset managers are purchasing marketing automation platforms which can cost between $1,500 and $2,500 per month on a subscription basis with long-term commitments. Yet, many are using it like a $100 per month, no commitment MailChimp or Constant Contact program. That’ like buying a Porsche and driving it like it’s a Hyundai. Why spend the money if you don’t benefit from more utility? This story was picked up on Nasdaq.

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