In the News

Marketing Rule Scares Advisors Off Social Media: Survey

March 23, 2023

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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Developing a Personal Backstory that Resonates with Clients

March 22, 2023

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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Investor Identities, Availability Cascades, and Unknown Unknowns

March 14, 2023

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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Dan Sondhelm to Lead Jeopardy! Asset Growth Edition Session at The SME Forum

February 28, 2023

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. As the host, I will lead the session alongside other industry professionals, ensuring an engaging and interactive experience for all attendees.

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Dan Sondhelm to Judge With Intelligence Mutual Fund & ETF Awards 2023

January 30, 2023

This competition recognizes excellence in fund leadership, sales, marketing, and performance.

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Should Sales and Marketing be ‘One’

January 13, 2023

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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A Clear Investment Story Paves the Way for Successful Fundraising

January 13, 2023

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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The 10 Best-Selling Active Fund Shops of 2022

January 12, 2023

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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With Intelligence: Sondhelm Partners is Shortlisted in the Best Communications and PR Firm Category

November 30, 2022

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.

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Six Key Issues International Asset Managers Must Consider Before Breaking Ground in the U.S.

November 10, 2022

Is your firm thinking about setting up shop in the U.S? Here are six key issues you need to consider before you make your move.

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