November 09, 2021
Dan Sondhelm collaborated with UMB Fund Services on a webinar focusing on growth strategies for asset managers. With other industry leaders, Dan moderated a conversation on managing growth as we come out of the pandemic including M&A, subadvisory, digital marketing, and public relations.
November 01, 2021
Normally this financial advisor trashes product-and-performance-pushing cold emails, but he acted on this one because it demonstrates the wholesaler’s willingness to spend time to research both the firm and his background. Dan Sondhelm’s article was picked up by Advisorpedia
November 01, 2021
Often, it is the little things that go a long way – not only in life, but in the asset management industry. Industry professionals say simply taking a few minutes out of your day to send an e-mail can bring a significant return to managers. Dan Sondhelm opined for this FIN News article.
October 27, 2021
Investor demand for emerging hedge fund managers has gotten a boost from high returns across the industry this year, following a difficult stretch during the pandemic when many allocators retreated to established relationships and pulled back on due diligence of new strategies. Dan Sondhelm opined for this FundFire article.
October 26, 2021
Over the past few months, I’ve received several “cold swag” gifts – boxes of delicious cookies and a pound of gourmet coffee. Then these vendors barraged me with follow up emails. I wonder whether the return on investment of these cold-swag campaigns justifies their costs. And under what situations should they be used? Dan Sondhelm’s recent article was picked up in Advisorpedia.
October 26, 2021
Investing in tactics can help, but your firm will be better off by encouraging greater flexibility and participation among those who can play a more effective role in delivering your message to the marketplace. Here are four suggestions to start this process. Dan Sondhelm’s recent article was picked up in Advisorpedia.
October 20, 2021
Deal the latest in a flurry of acquisitions across the industry. Dan Sondhelm opined for this Traditional Fund Intelligence article.
October 19, 2021
How can you tell whether your website is helping or hindering your efforts? A good way to start is to evaluate its effectiveness by candidly answering 12 key diagnostic questions. This article was published in 3PM.
October 19, 2021
Sondhelm Partners collaborated with Ultimus Fund Solutions on a webinar entitled, “Growing strategically through mergers, fund acquisitions, subadvisory and lift outs.” Dan Sondhelm discussed why asset managers have embraced this growth strategy and the current trends to help you be part of stronger opportunities. This webinar was exclusively for clients of Ultimus Fund Solutions.
October 13, 2021
Asset managers are increasingly depending on content to engage with institutional investors, and some are experimenting with new formats and mediums to communicate. Dan Sondhelm opined for this FundFire article.
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