Beyond the Bonus: How Firms Reward Employee Performance
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Fund firms have found various ways to reward workers beyond monetarily. Dan Sondhelm opined for this Ignites article.
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Category: In The News
As ETF Flows Climb, DFA Revamps Investor Website
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As its ETF assets boom, Dimensional Fund Advisors debuts a refreshed website for individuals, walking a fine line to retain loyalty among advisors. Dan Sondhelm opined for the Ignites article.
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WisdomTree Teases Prime Ad Ahead of National Launch
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WisdomTree is ramping up marketing efforts for its WisdomTree Prime digital wallet ahead of a national rollout. The blockchain-based platform presents an opportunity for WisdomTree to expand beyond investments. Dan Sondhelm opined for this article in Ignites.
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Voya’s New Ads Use Twins to Promote Investing Message
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Voya launches lighthearted twin-centric ad campaign promoting workplace benefits and retirement savings tools with upbeat, entertainment-focused messaging. Dan Sondhelm opined for this Ignites article.
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Sales And Marketing Need An Integrated Strategy
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Boutique asset managers: Are siloed sales and marketing teams hurting your messaging and investor engagement? Dan Sondhelm sat down with Bill Hortz of the Institute for Innovation Development to discuss strategies to improve collaboration between these groups for Financial Advisor Magazine.
Stand Out or Get Lost: Bold Growth Strategies
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In a recent conversation with Institutional Asset Manager, Dan Sondhelm discussed how equipping sales teams for success through targeted content, digital communications, public relations efforts, and actionable data can increase sales team productivity and empower investor conversations.
Navigating the Hurdles of Raising Capital for Hedge Funds
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Navigating the persistent hurdles of raising capital remains an uphill battle for most hedge funds. Dan Sondhelm sat down with Hedgeweek to discuss strategic solutions to secure investments and expand assets.
Sondhelm Partners Honored to be Shortlisted Again for the Fund Intelligence Awards
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We’re excited to share that Sondhelm Partners has been shortlisted under the Best Communications & PR Firm category for the 2024 Fund Intelligence Operations and Services Awards. This marks the second straight year we’ve been shortlisted. Being repeatedly honored by this long-running industry awards program is an achievement we’re incredibly proud of.
These annual awards identify leading fund service providers who deliver value to asset managers while demonstrating robust and sustainable growth. The extensive evaluation criteria cover client impact, innovation, service quality, and operational excellence.
A panel of veteran industry experts conducts the judging process. Making it to the shortlist against intense competition demonstrates that Sondhelm Partners continues to distinguish itself through strong brand-building and capital-raising solutions. Our team sees being a repeat contender as a powerful motivation to keep raising the bar.
We look forward to attending the awards gala on February 15th, where the winners will be announced live on stage. In the meantime, we appreciate being recognized again by Fund Intelligence and thank our clients and dedicated team for making this repeated distinction possible. Good luck to all the nominated firms across categories.
Dan Sondhelm Added to the Private Asset Management Awards 2024 Judging Panel
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We are pleased to announce that Dan Sondhelm will join the judging panel for the With Intelligence Private Asset Management (PAM) Awards 2024.
Now in their twentieth year, the PAM Awards are a hallmark of excellence, showcasing innovation and outstanding performance in the sector. These awards highlight the achievements and advancements in private asset management, providing a platform for industry leaders to demonstrate their successes.
We look forward to his contributions in identifying and honoring the industry’s best.
The black-tie Awards ceremony will occur on February 8, 2024, in New York City. For more information, visit the event website.
Honing a Marketing and Sales Strategy for 2024
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Financial firms are grappling with developing 2024 sales and marketing plans amid new technologies, engagement approaches, and an uncertain landscape. Institute for Innovation Development founder Bill Hortz sat down with Dan Sondhelm to discuss insights on crafting an effective growth strategy.
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