In the News


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. See Horsesmouth (subscription required to read full article), or read it here (PDF).

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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.

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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.

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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.

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Experts Weigh In: 101 Things Entrepreneurs Are Thankful For – What are you thankful for this year?

November 27, 2017

There are plenty of ups and downs involved in an entrepreneurial journey and moments where it’s easy to get wrapped up in routine and forget to slow down and express gratitude over the things that matter. In honor of the Thanksgiving holidays, MyCorporation spoke to 101 entrepreneurs that shared what they are most thankful for this year. Dan Sondhelm is #3.

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Dan Sondhelm to Moderate Celera Systems Webinar focusing on Growth for 2018; Limited Space Still Available

November 18, 2017

Do you have a good story to tell? Do you want to finally get discovered by investors or learn about other ways to amplify your growth? The end of the year is the perfect time to think about your current results and how you can do even better over the next twelve months. The session will help ensure you’ve thought through the major considerations for your growth strategy in 2018.

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Franklin Templeton’s ETF play reveals pain of being late — yet it beats never

November 09, 2017

For a company as big, old, proud and well-known as Franklin Templeton, the rationalizations for why ETFs should be ignored are long and diverse. It is time for Franklin Templeton to embrace RIAs with greater fervor. Producing ETFs is a place to start, even if it underscores the strategic oversight of not starting a decade ago. Dan Sondhelm and other industry pros comment on this new offering and what it means for the industry.

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20 Entrepreneurs Share Tips on Authority Positioning

November 08, 2017

Being viewed as an authority in your field is essential in helping achieve your business goals. It makes you visible by raising your expertise to become a center of prestige. Many small businesses continue to face challenges in getting their word out there to command respect and gain brand recognition. There are various ways one can get to this position of command. Dan Sondhelm was one of 20 entrepreneurs and business owners who offered tips to position yourself as an authority. Dan is #16 on the list.

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Time to Rethink Your 2018 Growth Strategy Now

November 03, 2017

The end of the year is the perfect time to think about your current results and how you can do even better over the next twelve months. Our 13-points checklist, organized by strategic, marketing, and sales categories, will help ensure you’ve thought through the major considerations for your growth strategy in 2018.

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Does A Proactive Public Relations Campaign Make Sense For Financial Advisors? An Interview With Dan Sondhelm.

October 23, 2017

Does a proactive public relations campaign make sense for financial advisors? Jay Coulter, influencer from The Resilient Advisor podcast, interviewed Dan Sondhelm on how to establish yourself as a thought leader

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