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To attract and keep advisors, emerging strategies are enhancing advisor-wholesaler bonds through personalized communication and community integration. Dan Sondhelm offers key insights in this Ignites article.
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We are delighted to announce that Sondhelm Partners has been shortlisted for the Fund Marketer of the Year category at the With Intelligence Mutual Fund & ETF Awards 2024.
The Awards celebrate excellence in fund leadership, sales, marketing, and performance, marking an important accolade within the traditional asset management industry.
The award ceremony is scheduled for June 18, 2024, at the prestigious Metropolitan Club in New York City. This event will gather industry professionals for an evening of recognition and networking, offering an excellent opportunity for industry leaders to connect and celebrate achievements.
In addition to our team’s nomination, we are proud to mention that Dan Sondhelm, CEO of Sondhelm Partners, serves as a judge of other categories at the awards.
We congratulate our fellow nominees, including Calamos Investments, Cambiar Investors, and Gabelli Funds, and look forward to the results at the upcoming ceremony.
Please visit the official awards website for more details about the awards and the event.
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In Dan Sondhelm’s latest contribution to Emerging Manager Monthly, discover how the blending of marketing and sales strategies for RIAs and institutional investors offers new growth avenues for emerging managers.
Click to read the PDF version
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According to YCharts, an alarming 75% of clients have left or contemplated leaving their advisors. Explore the strategies to attract and retain clients in our latest insights article, as featured in Advisor Perspectives.
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Explore how AI is revolutionizing efficiency and personalization to attract and retain investors. Dan Sondhelm offered insights for the article.
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Growing competitive pressure to produce high-quality fact sheets, monthly reports, pitch books and other investment content is pushing asset managers to automate more of their marketing processes. Dan Sondhelm opined for this article.
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Atlanta, GA, April 5, 2024 – Aurora Investment Counsel is proud to announce that its website, www.aurora-invest.com, has been recognized as the “Best Investment Website” in the 2024 Internet Advertising Competition (IAC) Awards by the Web Marketing Association (WMA).
“We are pleased to have won this prestigious award,” said David Yucius, Jr., CFA®, president of Aurora Investment Counsel. “This recognition demonstrates our commitment to educating and communicating with clients and prospects. We are honored to be considered among the best in the industry.”
Sondhelm Partners, a marketing and sales consultancy for asset managers, developed the winning website. “Aurora understands the importance of a high-performing website as a key element of their overall growth and retention strategy,” said Dan Sondhelm, CEO of Sondhelm Partners. “The website is designed to engage high-net-worth families and institutional investors on wealth and investment topics and to showcase Aurora’s thought leadership and expertise.”
Sondhelm Partners has a track record of helping investment firms build award-winning websites. In previous IAC Awards, the company helped F/m Investments win “Best Investment Website” and “Best Mutual Fund Website” in 2021. Sondhelm Partners also assisted Liberty Street Funds in winning “Best Mutual Fund Website” in 2022.
The judges for the 2024 competition included objective professionals with an in-depth understanding of the current state of advertising design, content, and technology.
Website entries were judged on creativity, innovation, impact, design, copywriting, use of the medium, and memorability.
Visit the IAC Winners Page for more information.
About the IAC Awards
The IAC Awards, created in 1999 by the WMA, is an annual program recognizing the best in online advertising and creativity. The WMA evaluates online advertising in 86 categories, including email, mobile apps, websites, social media, and video.
About Aurora Investment Counsel
Aurora Investment Counsel, founded in 1995 in Atlanta, GA, is an independent, employee-owned firm that delivers expert wealth management and investment management services tailored for high-net-worth and institutional clients. Our financial planning and wealth advisory services provide investors with peace of mind, knowing that critical financial decisions have been taken care of. Clients include those nearing or in retirement, business owners, career professionals, and people with new and special situations in their financial lives. Aurora also provides investment management services for family-office and institutional investor clients.
About Sondhelm Partners
Sondhelm Partners specializes in accelerating growth for select boutique asset managers globally. We amplify stories and expand assets under management. While our expertise assists firms of all sizes, we excel at identifying promising “hidden gems” among boutique mutual funds, ETFs, institutional firms, hedge funds, private equity, and real estate firms. Sondhelm serves wealth managers, investment banks, research firms, fintech companies, and industry service providers. This breadth of experience allows us to design strategies tailored to each client’s situation, challenges, and goals. Sondhelm Partners is a recognized leader in creating websites optimized for engagement, content delivery, and lead generation.
For More Information
For more information, please contact Dan Sondhelm, Sondhelm Partners, at (703) 752-1510 or dan@sondhelmpartners.com.
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Dan Sondhelm, CEO of Sondhelm Partners, has been invited to judge the With Intelligence Mutual Fund & ETF Awards 2024 for the third consecutive year.
The With Intelligence Mutual Fund & ETF Awards recognize excellence in fund leadership, sales, marketing, and performance. Being shortlisted or winning a category in these awards is widely regarded as among the most prestigious and respected honors in the traditional asset management industry.
The judging panel consists of more than 20 independent experts, including leading allocators, ETF strategists, independent directors, and consultants, who conduct a rigorous assessment of each category to ensure that only the most truly deserving firms are recognized.
The competition’s entry deadline is April 19, 2024, but there is still time to submit entries. The award ceremony will occur on June 18, 2024, at the Metropolitan Club in New York City.
For more information and to enter the competition, please visit the competition’s official website.
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We are thrilled to announce that Sondhelm Partners has been nominated in the Best Third-Party Marketing Firm category for the Hedgeweek US Emerging Manager Awards 2024.
The nominees were selected based on an extensive survey of over 100 US-based hedge fund managers and key industry participants. We are honored to be shortlisted alongside respected firms such as Stonehaven, Cap Intro Solutions, and Clear Glass Capital.
The Hedgeweek US Emerging Manager Awards recognize outstanding performance and innovation in the emerging hedge fund industry across the United States. Winners will be announced at an exclusive ceremony on Thursday, June 6, 2024, at Convene 101 Park Avenue, New York.
This nomination affirms our dedicated service in assisting emerging hedge fund managers raise capital and build brands over the past year. We strive to deliver exceptional results to every client.
Please show your support by voting for Sondhelm Partners on the Hedgeweek US Emerging Manager Awards website in the Best Third-Party Marketing Firm category before the voting closes on April 26, 2024. Best of luck to all the nominees.
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Hoax campaign targets Vanguard, but smaller fund firms may be at greater risk. Dan Sondhelm explained how strong reputations can buffer companies against reputational damage in such situations.
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