In the News

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.

Read More

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

Read More

Sondhelm Partners Hires Milin Iyer as Public Relations Director

October 18, 2017

Sondhelm Partners, a firm that helps asset managers, mutual funds and ETF’s grow, announced today that it has hired Milin Iyer as Public Relations Director. Iyer brings 8 years of experience in positioning, public relations, and thought leadership for financial services firms.

Read More

4 Ways to Handle Your Rogue Wholesalers

October 13, 2017

Instead of secretly hoping one takes another job, consider four strategies that may motivate them to succeed and assume greater accountability for their results.

Read More

What a Fiduciary Should Know: Down and Dirty with “Clean” Shares

October 11, 2017

Regulators and the industry may finally have come around to recognize the difference between fees that matter and fees that shouldn’t matter. The word de jour is “clean,” as in “clean shares.” You’ve probably read one too many articles.

Read More

PR: Turning “Buzz” into New Business

October 04, 2017

An effective way to build the kind of “buzz” around your firm that generates leads and builds brands is through the savvy use of public relations.

Read More

How Wealthy Women Are Getting Smarter Pitches From Financial Advisors

September 25, 2017

Financial advisors are strengthening their marketing, not because of robo-advisors, but because these traditional advisors want to aggressively compete. And they believe they have a strong value proposition for women.

Read More

7 Strategies for Building Better Web Sites

September 07, 2017

For websites, boutique asset managers are often at a competitive disadvantage compared to bigger firms with deep pockets and large digital marketing teams. The good news, however, is that it doesn’t take a huge investment of capital or time to create a robust website that enables advisors and institutional investors to research your products, your investment processes, and your team. Employing seven cost-effective strategies can create a better user experience that can help generate leads—and increase inflows.

Read More

Real World Advisor Marketing: Real World Stories

September 05, 2017

In the most recent Ultimus Client Summit, mutual fund industry attendees seized opportunities to gain expert advice on topics that resonate with many within the industry. One topic in particular, Real World Marketing, hit home as expert panelists shared stories and advice regarding the environment of marketing for mutual funds. Dan Sondhelm shared his insight on the panel.

Read More

5 Key Benefits and Considerations of Thought Leadership

August 31, 2017

If you can establish yourself as an expert in your industry, potential clients and customers will inherently trust you more – and equally beneficial, bloggers and reporters will also respond to you more warmly if you’re seen as an industry leader. Interested in becoming more of a thought leader in 2018? Dan Sondhelm and other marketing gurus share their best ideas.

Read More