Category: In The News


Look to Robo Advisors to See Where Clients Will Be Next

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Robos and wealth managers are focusing more of their communications efforts on digital education such as timely content, marketing automation and social media to be where clients and prospects spend their time. Dan Sondhelm shares his thoughts for this story.
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25 Ways to Promote and Distribute Your White Papers

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Let’s say you’ve just completed an educational white paper on a topic of clear and compelling interest to your existing and potential best new clients. How do you promote and distribute it? Do you put it in clear plastic and hang it on doors? Slide it under windshield wipers? Drop it from airplanes? People digest content in different ways. The more and better you repurpose it and distribute it, the more buzz you’ll create.
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Experts Weigh In: 101 Things Entrepreneurs Are Thankful For – What are you thankful for this year?

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There are plenty of ups and downs involved in an entrepreneurial journey and moments where it’s easy to get wrapped up in routine and forget to slow down and express gratitude over the things that matter. In honor of the Thanksgiving holidays, MyCorporation spoke to 101 entrepreneurs that shared what they are most thankful for this year. Dan Sondhelm is #3.
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Dan Sondhelm to Moderate Celera Systems Webinar focusing on Growth for 2018; Limited Space Still Available

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Do you have a good story to tell? Do you want to finally get discovered by investors or learn about other ways to amplify your growth? The end of the year is the perfect time to think about your current results and how you can do even better over the next twelve months. The webinar will help ensure you’ve thought through the major considerations for your growth strategy in 2018.

It will be held on Tuesday, November 21, 2017 from 3-4et.  Limited space is still available. Email Matt Franey or more information.

Join Dan Sondhelm from Sondhelm Partners who will moderate the discussion with two fund company executives to uncover their priorities for growth:

 

•   Justin Bates, Swan Global Investments – wants to enhance existing distribution infrastructure
•   Joe Childrey, Probabilities Funds – wants to get discovered

The session will follow Dan’s checklist for growth, organized by strategic, marketing, and sales categories. You can find that checklist here. Topics to be discussed include: Review 2017 and Goal Setting; Differentiation; News Media and Thought Leadership; Timely Content; Digital Marketing; Platforms, Key Accounts and Sales Teams; and Use of Data and Celera Best Practices.

There will also be plenty of time for questions.

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Franklin Templeton’s ETF play reveals pain of being late — yet it beats never

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For a company as big, old, proud and well-known as Franklin Templeton, the rationalizations for why ETFs should be ignored are long and diverse. It is time for Franklin Templeton to embrace RIAs with greater fervor. Producing ETFs is a place to start, even if it underscores the strategic oversight of not starting a decade ago. Dan Sondhelm and other industry pros comment on this new offering and what it means for the industry.
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20 Entrepreneurs Share Tips on Authority Positioning

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Being viewed as an authority in your field is essential in helping achieve your business goals. It makes you visible by raising your expertise to become a center of prestige. Many small businesses continue to face challenges in getting their word out there to command respect and gain brand recognition. There are various ways one can get to this position of command. Dan Sondhelm was one of 20 entrepreneurs and business owners who offered tips to position yourself as an authority. Dan is #16 on the list.
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Time to Rethink Your 2018 Growth Strategy Now

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The end of the year is the perfect time to think about your current results and how you can do even better over the next twelve months. Our 13-points checklist, organized by strategic, marketing, and sales categories, will help ensure you’ve thought through the major considerations for your growth strategy in 2018.
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Does A Proactive Public Relations Campaign Make Sense For Financial Advisors? An Interview With Dan Sondhelm.

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Does a proactive public relations campaign make sense for financial advisors? Jay Coulter, influencer from The Resilient Advisor podcast, interviewed Dan Sondhelm on how to establish yourself as a thought leader
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Sondhelm Partners Hires Milin Iyer as Public Relations Director

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NEWS RELEASE
Sondhelm Partners
950 North Washington St., Suite 237
Alexandria, VA 22314
Contact Milin Iyer: 703-752-1510 x707 or milin@sondhelmpartners.com
Alexandria, VA (October 18, 2017) – Sondhelm Partners, a firm that helps asset managers, mutual funds and ETF’s grow, announced today that it has hired Milin Iyer as Public Relations Director. Iyer brings 8 years of experience in positioning, public relations, and thought leadership for financial services firms.
“I am pleased that Milin has joined Sondhelm Partners. Milin knows our industry and the reporters who cover it. He has a proven track record of supporting his clients’ growth,” said Dan Sondhelm, CEO of Sondhelm Partners.Previously, Iyer was a vice president at SunStar Strategic where he developed and managed public relations and communications strategies. He has strong relationships with journalists at news publications such as Wall Street Journal, Barron’s, Bloomberg, Investment News, Financial Planning, CNBC, Fox Business and more.
Iyer has worked with name brand and niche asset managers, mutual funds and ETFs, registered investment advisors, and regional banks.“I’m excited to join a growing firm with a strong emphasis on helping financial firms reach new levels of growth,” said Iyer. “The asset management industry has never been more competitive and challenging, and I believe Sondhelm Partners is uniquely positioned to help asset managers attract and retain assets.”Milin received his B.S. in Electrical Engineering from Virginia Tech in Blacksburg, VA and has an MBA from the George Washington University in Washington, DC.
About Sondhelm Partners
Sondhelm Partners is the premier provider of growth strategies such as distribution, marketing, and public relations for the asset management industry. The firm partners with asset management firms, mutual fund families, alternative investment advisors, wealth advisors, financial service providers, and financial technology companies with one primary goal: to provide custom-built growth solutions.

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4 Ways to Handle Your Rogue Wholesalers

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Instead of secretly hoping one takes another job, consider four strategies that may motivate them to succeed and assume greater accountability for their results.
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In The News Archives - Page 11 of 15 - Sondhelm Partners