In the News


SSGA Causes a Stir at Schwab Conference with Huge Ad Spend

November 13, 2019

State Street Global Advisors took over San Diego last week with a massive advertising campaign targeted at the attendees of Schwab’s Impact adviser conference. Dan Sondhelm shared his thoughts with Fund Intelligence for the story.

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Marketing Automation + CRM Integration: The Formula for Speedier and Superior Inbound Marketing

November 07, 2019

As more asset managers expand their use of digital marketing, we were invited to speak at the recent Satuit webinar.

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Leveraging Technology to Turbo Charge Your Sales & Marketing Game, Part 1

October 30, 2019

According to presenters of Tech Tools for Stronger Mutual Fund Sales and Marketing webinar recently presented by the ICI Small Funds Committee and Sondhelm Partners, boutique firms are adding technology to better compete with the biggest players.

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Beware Of The Pink Trap

October 17, 2019

More women than ever are earning graduate degrees, leading Fortune 500 companies, and spearheading financial decisions large and small. Marketing to this increasingly powerful group requires a different way of thinking. Read on for TD Ameritrade’s tips from Dan Sondhelm and other marketing pros to target and engage female clients and prospects in an effective way.

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You Can’t Afford to Make a Bad Voicemail Impression

October 11, 2019

An advisor friend gets about 10 cold calls a week from mutual fund wholesalers. The number he returns? Zero. Here’s the transcription of one recent cold caller, a list of mistakes he made in his message, and what he should have said instead. As published on Iris.

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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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