In the News


Sondhelm Partners to Discuss Digital Marketing on Satuit Webinar

October 10, 2019

Sondhelm Partners is proud to announce Dan Sondhelm will discuss advanced digital marketing strategies for asset managers on a webinar for Satuit Technologies clients. Dan will discuss how marketing automation is different (and better) than email marketing and why sales teams prefer it. He will also provide tips to strengthen digital results. In addition, Satuit CEO Karen Maguire will discuss the integration between Satuit and their marketing automation partners.

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You’ve Opened an Email Marketing Alert. Now What?

October 04, 2019

Thank you for taking the time to open this email message and click to our website to read the full article. But, you shouldn’t have. Now we can track your every move digitally. And we can act on this information, if we choose. We promise, though, we won’t be a pain. As published in Nasdaq.

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Sondhelm Partners to Participate in Third Party Marketers Association Annual Conference

October 01, 2019

Sondhelm Partners is pleased to announce that Dan Sondhelm will be a presenter for the Third Party Marketers Association’s Annual Conference and a judge for the Manager Exchange.

The Annual Conference offers a great way for investment managers and marketers to learn best practices, share experiences and network. The Manager Exchange provides investment managers a forum to present their story to a group of marketers who will provide feedback to enhance their stories.

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Financial Advisors’ Next Frontier: Women And Minorities

September 27, 2019

Are their enough women financial advisors to help serve the growing ranks of potential women clients? How about people of color? It’s an area that the financial advice industry has been addressing, but many in the field say more can be done to attract women and people of color as both advisors and clients. Dan Sondhelm offered insight for this story.

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The Intelligence Learned from One Opened Email Alert

September 26, 2019

Thank you for taking the time to open this email message and click to our website to read the full article. But, you shouldn’t have. Now we can track your every move digitally. And we can act on this information, if we choose. We promise, though, we won’t be a pain. Published in Iris.

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Wooing the Gatekeepers the VIP Way

September 17, 2019

A growing number of fund companies realize that Registered Investment Adviser (RIA) firms are the future of the intermediary business. This is a challenge for fund distribution teams, since traditional product-focused email marketing campaigns and wholesaler “greet, meet and eat” strategies that work in broker/dealers don’t align with a business model where fiduciary responsibilities, rather than commissions, guide investment recommendations. Dan Sondhelm discusses the opportunity in Nasdaq.

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Is the Hourly Fee Model Ready for Its Close-Up?

September 17, 2019

Relatively few advisors charge by the hour, but the idea is starting to gain appeal. Dan Sondhelm shared his thoughts for this story.

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M&A: The Price of Overpaying for Past Performance

September 11, 2019

How is the business of baseball similar to the business of mutual funds? For both, it’s dangerous to overpay for performance. Published in Iris.

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Client-Centric vs. Investment-Centric Marketing at Asset Management Firms

September 10, 2019

Firms that understand their clients do better in the marketplace. As the industry becomes more challenging, firms must move from investment-centric to client-centric messaging. Dan Sondhelm shared his insight for this article.

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ICI Small Funds Committee and Sondhelm Partners Develop Educational Series on Tech Tools for Growth

August 30, 2019

The ICI Small Funds Committee and Sondhelm Partners have partnered to offer a three-part educational series focusing on Tech Tools for Stronger Mutual Fund Sales and Marketing. In two webinars and the ICI Small Funds Committee semi-annual meeting, we will share insights on the types of problems that technology and data can solve, how the technologies work and who the providers are.

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