In the News


Sondhelm Partners to Present in Foreside Webinar on Growth Strategies for Mutual Funds

May 10, 2018

Dan Sondhelm will be part of a panel discussion about growth strategies for mutual funds and asset managers. The webinar, entitled “Actionable Ideas for Marketing Success” will focus on ways to enhance visibility and credibility and better look the part of a firm looking to compete for assets.

Read More


Sondhelm Partners Presents at the Integrated Advisors Summit in Dallas

April 19, 2018

Sondhelm Partners is pleased to announce that Milin Iyer and Frank Serebrin will be presenting at the 2018 Integrated Advisors Summit in Dallas, TX on May 3rd. They will be speaking to the advisors about “How to be a Thought Leader in the Digital Era” and will offer strategies for success.

Read More


Sondhelm Partners Sponsors Ultimus Client Summit

April 19, 2018

Sondhelm Partners is proud to be a sponsor of the Ultimus Client Summit 2018. The networking and educational event is presented exclusively for Ultimus clients and business partners. It will take place on May 2-4, 2018 in Cincinnati, OH. We look forward to seeing you there.

Read More


Rising AUM? Declining shares outstanding? Time to plug the leak

April 05, 2018

Investment management firms are celebrating record assets under management after an increase in 2017. This is great news for investment managers as it translates into nice-sized bonuses. However, beneath the surface, there are signs that the foundation may be cracking in many firms, exposing the vulnerabilities of investment managers as they enter a new period… Read more »

Read More


Evolution of the Financial Services Industry

April 01, 2018

Demographic shifts, advancing technology, changing consumer preferences, a surging and sometimes volatile stock market, and increasing regulatory scrutiny are compounding elements of the uncertainty keeping many firms in a perpetual reactive mode. It is more important than ever for business leaders to un­derstand the current trends, what is driving them, and the risks they present…. Read more »

Read More


Recruiters Salivate as Greg Fleming Completes Marriage to Rockefeller & Co.

March 09, 2018

The Morgan Stanley ex-head sees 500% assets growth to $100 billion AUA by 2023 as critics see old branding, old money, old technology and old recruiting challenges. Dan Sondhelm and other industry observers offer their perspectives.

Read More


Should You Outsource Your Portfolio Strategy?

February 05, 2018

Should you outsource your portfolio strategy? Yes, according to a small but growing number of advisors using ETF managed portfolios. Dan Sondhelm commented on this trend.

Read More


25 Entrepreneurs Share How They Use Blogging for Business

January 07, 2018

The Blogosphere is here and it is not going anywhere. It’s not just for people talking about what they’re eating for lunch or their next celebrity crush. Blogging is big business for entrepreneurs and business owners. Rescue a CEO asked some businesses how they use blogging to help their business. Dan Sondhelm is featured at #17.

Read More


Look to Robo Advisors to See Where Clients Will Be Next

December 19, 2017

Robos and wealth managers are focusing more of their communications efforts on digital education such as timely content, marketing automation and social media to be where clients and prospects spend their time. Dan Sondhelm shares his thoughts for this story.

Read More


25 Ways to Promote and Distribute Your White Papers

December 11, 2017

Let’s say you’ve just completed an educational white paper on a topic of clear and compelling interest to your existing and potential best new clients. How do you promote and distribute it? Do you put it in clear plastic and hang it on doors? Slide it under windshield wipers? Drop it from airplanes? People digest content in different ways. The more and better you repurpose it and distribute it, the more buzz you’ll create.

Read More