In the News


The Sub-$100bn Firms That Had Big 2020 Flows

December 24, 2020

2020 was a challenging year for all, but many boutique asset managers not only survived but thrived. Dan Sondhelm commented on some recent trends including subadvisory for this Fund Intelligence article.

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Webinar Replay: Dan Sondhelm Presented at 3PM Webinar on Growth

December 21, 2020

Dan Sondhelm presented at the Third Party Marketers (3PM) webinar “How to Strengthen your 2021 Growth Strategy in Spite of Covid-19.” Watch the replay.

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9 Easy Steps to Develop Your Strategic Plan in 30 Days

December 11, 2020

If you have been too busy being reactive to focus on your distribution strategy for 2021, don’t worry, there is still time to focus and kick start the year with a sound growth strategy. Here are 9 things you need to focus on to get it done. As published in Nasdaq.

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Active US Fixed Income Flows Hit Another Record

December 07, 2020

Growing comfort with risk since the onset of the pandemic has boosted institutional flows into active U.S. fixed income strategies and pushed the category to new heights, after a string of cumulative quarterly net outflows. Dan Sondhelm commented for this article in FundFire.

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7 Ways To Get Your Customers to Read Your Emails

November 23, 2020

The end of the year is the ideal time to re-engage with customers and jump-start flagging email marketing campaigns. PC Mag asked marketing experts the best ways to attract subscribers and promote sales in Q4. Dan Sondhelm shared his insight for this article.

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Managers Urge Investors to Keep Emotions in Check as Vote Count Drags On

November 05, 2020

Asset managers have increased webcasts, blog posts, videos and other commentary to address the uncertainty of the election to calm investors’ fears. But is this a good strategy for all firms? Dan Sondhelm shared his thoughts with FundFire.

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How to Effectively Use Lead-Generation Services

November 04, 2020

For advisory firms, paying for qualified prospects from lead-generation services can be profitable if you have a process in place to capture, follow up with, and nurture these opportunities. Advisor Perspectives picked up Dan Sondhelm’s latest contribution.

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Rise in Webinar Hosting During COVID – 19

October 20, 2020

The COVID-19 situation has made it impossible to conduct in-person meetings or presentations. As a result, the popularity of webinars increased considerably. Dan Sondhelm shared his thoughts for a survey of 126 businesses and webinar hosts to find the change in their webinar hosting activities, plans for future in-person meetings, and tips on conducting a successful webinar.

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Sondhelm Partners to Speak at 3PM Games: Dynamic Marketing Webinar

October 15, 2020

Sondhelm Partners is pleased to announce that Dan Sondhelm will speak at the 3PM Games: Dynamic Marketing Webinar. Dan will discuss how asset managers and mutual funds are using LinkedIn to attract and engage with clients and prospects. The webinar will be held October 20, 2020 at 10:00 am ET.

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Sondhelm Partners to Speak at 2020 Virtual Cohen Client Conference

September 28, 2020

Sondhelm Partners is pleased to announce that Dan Sondhelm will speak at the 2020 Virtual Cohen Client Conference. Dan will discuss how boutique asset managers have rebounded from COVID, client engagement strategies, product development and mergers and acquisition trends. The conference will be held October-15, 2020.

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