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


For Asset Managers, Thought Leadership May Be Their Only Edge

June 17, 2019

Not every portfolio manager can become a rock star. But anyone can navigate towards becoming more visible, more respected and more influential. When your opinions really matter, you’ve arrived.

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Institutional Marketing Moves into the Spotlight

June 12, 2019

Severe disruption across the asset management industry is driving managers to pursue new distribution strategies. New research from Chestnut Advisory Group indicates that the most successful asset managers are taking an increasingly marketing-led approach to distribution.

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6 Tips to Keep Your Compliance Officers Happy

June 11, 2019

How can I work with my firm’s compliance officers? In her latest insight article, Susan Weiner focuses on how marketers and advisors can build constructive working relationships with the compliance professionals at their firms.

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Why Financial Advisors Should Embrace Fintech

May 27, 2019

With billions of dollars in venture capital flowing into fintech each year, it is quickly getting to the point where financial advisors must choose whether to fight the onslaught or learn to adopt fintech solutions as a way to better serve their clients. Consider taking advantage of fintech technologies for these four reasons.

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In The News


Harnessing the Power of SEO to Generate Qualified Leads

June 12, 2019

For SEO to work effectively, it can take several months to see results and it requires ongoing management to refine the methods and improve results, says Dan Sondhelm, in the Kurtosys blog.

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BlackRock’s acquisition of BGI 10 years ago fuels breakneck growth of investment giant

June 11, 2019

Ten years ago, BlackRock took a giant step toward becoming the world's largest money manager, announcing it would acquire Barclays Global Investors. Dan Sondhelm shared his insight on the deal and what it means for asset managers today with Pension’s and Investments.

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Financial Advisors: How To Harness the Power of SEO to Generate Qualified Leads

June 03, 2019

Just building a website doesn’t mean investors will come. It needs to be digitally wired to make it visible and accessible to wandering eyes. An increasing number of advisors are discovering the ROI benefits of search engine optimization (SEO), not only in generating website traffic, but also for attracting more qualified leads. This story was picked up on Nasdaq.

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