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Insights

How Smaller ETF Issuers Can Win Shelf Space With Big Platforms

Posted March 25, 2026 by Frank Serebrin
Are you thinking of launching a new ETF, but the major distribution platforms keep you down? Learn how platform requirements work and what practical steps you can take to earn your place on the shelf. Read more »

Is Cold Calling for Wealth Managers Dead? Find Out How to Bring Your Efforts Back to Life

Posted March 12, 2026 by Michael Kuczkowski
Is your telephone outreach, often referred to as cold calling, falling flat? It’s a common issue for many wealth managers. Find out how to improve your phone outreach activities. Read more »

ETF Launch Mistakes Asset Managers Keep Making (And How to Avoid Them)

Posted March 4, 2026 by Frank Serebrin
ETF launches are booming, yet many wealth management firms watch their new funds close within a few years of launch. Learn the most common mistakes asset managers make when launching an ETF, and how to avoid them. Read more »

The Complete Strategy Guide on Gated Content for Asset Management Firms

Posted February 26, 2026 by Frank Serebrin
Gated content is any online resource that you can only get after you provide your name and contact information. Find out whether asset managers should use gated content as part of their lead-generation strategy. Read more »

20 Ways ETF Brands Can Get Found Online

Posted February 23, 2026 by Michael Kuczkowski
Find out how to ensure your ETF brand gets served up on search engines and AI summaries ahead of your competitors. Read more »

11 Ways to Effectively Market Your ETF

Posted February 9, 2026 by Michael Kuczkowski
Find out 11 things you can do to effectively promote your ETF to investors it could be right for. Read more »

To Podcast or Not to Podcast: A Guide for Asset and Wealth Managers

Posted February 3, 2026 by Frank Serebrin
Find out how asset management firms can determine if launching and maintaining a podcast program is right for them, and if so, how to get started right. Read more »

Why Your Investors Don’t Know Who You Are (And Why That’s Killing Your Growth)

Posted January 29, 2026 by Dan Sondhelm
Your investors can see your returns, but they can't explain your strategy. They know your fund name but not who runs it. That's not a relationship. It's a transaction waiting to end. Read more »

The Hedge Fund Manager’s Guide to Marketing Compliance

Posted January 26, 2026 by Frank Serebrin
Our hedge fund manager’s guide provides practical advice to confidently and compliantly market your fund to raise assets and revenue. Read more »

Email Checklist: Simple Ways to Improve Financial Service Emails

Posted January 21, 2026 by Michael Kuczkowski
Asset and wealth managers: Get tips on developing email communications that recipients will engage with and act on. Read more »
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Sondhelm Partners

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T: 703.752.1510 x700 | 950 North Washington Street, Alexandria, VA 22314

Securities offered through Compass Securities Corporation, Member FINRA/SIPC;
50 Braintree Hill Office Park, Suite 105, Braintree, MA 02184; T: 781.535.6083

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