
October 06,
2025
Simple technical fixes can transform financial advisors’ online visibility in AI search engines, but most remain invisible due to basic oversights. Dan Sondhelm opined for Financial Planning.
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September 23,
2025
T. Rowe Price’s Theresa McLaughlin exited in June, just months before the firm’s active ETF brand push. Dan Sondhelm shares insights in Ignites.
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September 04,
2025
Most RIAs obsess over investment performance while wealthy prospects lose sleep over completely different problems—the disconnect is killing growth. Dan Sondhelm shares insights in Financial Advisor Magazine.
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September 01,
2025
When your existing products hemorrhage assets, most firms retreat. VanEck is doing the opposite, doubling down with a bold new approach that could reshape everything. Dan Sondhelm weighs in on this topic in With Intelligence.
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July 24,
2025
Sondhelm Partners is shortlisted in three categories at the 2025 Hedgeweek US Awards – the only firm nominated across all marketing disciplines. Vote for us by August 8th.
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July 15,
2025
Four placement agents secured coveted spots, but the real competition begins now. Which firm will dominate alternative credit’s biggest night in November?
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June 05,
2025
Midsize fund managers face a brutal reality: they can’t match big firms’ marketing budgets, yet branding determines survival. Dan Sondhelm weighs in on this topic in Ignites.
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April 08,
2025
Dixon Midland’s website, developed by Sondhelm Partners, was recognized as the best in the industry by the 2025 Internet Advertising Competition. Learn more about this outstanding achievement.
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March 25,
2025
Golf used to dominate industry conferences, but now conference goers are just as likely to pack their yoga mats as their golf clubs. And some conferences have gotten even more creative with the activities planned for attendees. Dan Sondhelm commented on the shift for Ignites.
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March 04,
2025
State Street Global Advisors may have to pivot its marketing strategy for its new private-credit ETF after agreeing to drop “Apollo” from its name. Ignites turned to Dan Sondhelm to discuss how this rebranding might affect investor perceptions and market positioning.
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