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This article discusses the benefits of using meeting-scheduling technology to simplify the process of scheduling meetings. It highlights how such technology can save time and reduce stress for both meeting organizers and attendees. Dan Sondhelm was featured in this 401kWire article.
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A third of investment advisors said social media played a significant role in their 2022 marketing efforts, down from 76% from 2021. But usage could pick back up once they better understand the new marketing rule. Dan Sondhelm opined for this Ignites article.
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Investors and potential clients crave a deeper understanding of the person managing their money. They want to know what shaped their values, what inspired them to pursue a career in asset management, and what personal experiences have influenced their investment strategies. This is where a personal backstory comes in. We contributed this article to Advisorpedia.
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The Investment Ecosystem touted our recent article on the importance of developing personal backstories for asset managers. Consider subscribing to TIE for unique insights and idea creation from a wide range of industry professionals.
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Attention asset management professionals! Are you ready for an exciting and educational experience at the upcoming 2023 Spring SME Forum in Scottsdale, AZ? Join us for a game-show-style session unlike any other – Jeopardy! Asset Growth Edition.
The format of Jeopardy! allows asset management professionals to answer clues in the form of questions across various industry categories. The session allows you to test your knowledge and learn from other industry professionals.
We’re adding to the excitement with a daily double and final jeopardy round. As the host, I will lead the session alongside other industry professionals, ensuring an engaging and interactive experience for all attendees.
Don’t miss out on this unique opportunity to learn, grow, and have some fun! Register now for The 2023 Spring SME Forum and join us on April 17-19 in Scottsdale, AZ. See you there!
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Dan Sondhelm, CEO of Sondhelm Partners, has been asked to judge this year’s With Intelligence Mutual Fund & ETF Awards 2023, for the second time.
This competition recognizes excellence in fund leadership, sales, marketing, and performance. Being shortlisted or winning a category in these awards is widely regarded as one of the most prestigious and respected honors in the traditional asset management industry.
More than 20 independent names including leading allocators, ETF strategists, independent directors, and consultants conduct a rigorous assessment of each category to ensure that only the most truly deserving firms are recognized.
The entry deadline is March 20 and the award ceremony will be held June 15 in New York City.
For more information, visit the Competition’s webpage.
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It is an age-old debate. Which team is the most important – marketing or sales? What drives results – marketing or sales? Should marketing and sales co-exist? Dan Sondhelm opined for this article by Sandra Powers in Emerging Manager Monthly.
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In a crowded market where fund-raising is challenging, hedge fund managers need to make sure they are clearly articulating their investment story through verbal and written communications. Dan Sondhelm shared his latest contribution with Hedgeweek.
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Only about half of sponsors had positive net sales of their active mutual funds in 2022, new data shows. Of those companies, only eight had more than $10 billion in assets. The best-selling active fund shops of 2022 were either boutique or specialized managers. Dan Sondhelm opined for this Ignites article.
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Sondhelm Partners is proud to announce we have been shortlisted in the With Intelligence Fund Operations and Services Awards 2023 in the Best Communications and PR Firm Category. The competition recognizes and rewards fund service providers who have demonstrated exceptional client service, innovative product development, and strong and sustainable business growth over the past 12 months.
In addition to Sondhelm Partners, the shortlist in the Communications and PR Firm Category includes BackBay Communications, JConnelly, Lyceus Group, MacMillan Sullivan Communications, Mischa Communications, and Polisi Jones Communications.
There are 34 categories from the following areas: Overall, Administration, Back/Middle Office, Compliance/Legal, Data, DE&I, Front Office, and Trading.
The rigorous judging process, based on the views of a panel of leading industry experts, ensures that the Awards recognize those driving up service standards across the sector and standing out from the crowd.
Over the last two decades, the Awards have developed into a must-attend event where the industry gather in style to acknowledge and celebrate each other’s accomplishments. This year is no different – the black-tie ceremony will take place on February 16 at one of New York’s most impressive venues, the Metropolitan Club.
Congratulations to all the shortlisted firms. Stay tuned to learn who will win this year. Visit the competition page for more information.
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