In the News

MFEA Marketing Council Survey

October 20, 2016

What’s working in mutual fund distribution, marketing, and public relations? Where are funds competent? Where are the strategic challenges? The MFEA (Mutual Fund Education Alliance) and Sondhelm Partners recently surveyed MFEA members on their thoughts in a 2016 MFEA Marketing Council Survey “Identifying Gaps in Distribution.” Dan Sondhelm presented and led a discussion at the MFEA Marketing Council meeting in Chicago. You may be surprised by the findings.

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MFEA STARs Gather in Chitown as MMIers Gather in Beantown

October 18, 2016

Mutual fund industry marketers are converging on Chitown today for the Mutual Fund Education Alliance’s Marketing Council event. Sondhelm Partners is thrilled to be the sponsor.

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Is there an election year boost for robo advisers for women?

October 05, 2016

With high-profile women in the spotlight this election season, there’s a change in attitudes and politics that female-focused investing and entrepreneurs can build upon. Sally Krawcheck launched a female-centric robo adviser that has been built and run by women. Will that niche be enough to compete with the bigger firms? Dan Sondhelm among others comment on the story.

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How to Be a Thought Leader in the Digital Era

July 25, 2016

Thought leadership is a method of creating a stand-out brand that clients and prospects are drawn to, and one in which other advisors want to take part. The continued growth of the financial advisor community coupled with ease of access to information through digital channels makes becoming a thought leader a critical aspect of your success. Dan Sondhelm shares how to become more influential with your target audience in this recent contribution.

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Communication Plan Vital for Major Market Events

July 11, 2016

Emerging asset management firms should use significant market events to stay in front of current and potential clients through a well-planned and executed communications strategy. Dan Sondhelm and Kasina’s Mike Cogburn share their insight.

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The Financial Industry’s Seismic Transformation Will Continue

July 07, 2016

While I was setting up office space for my new marketing firm, Sondhelm Partners, I had the opportunity to go through boxes of material from the many investment companies with whom I have worked over the past 20 years as a marketing strategist. This trip down memory lane made me stop and consider how technology, the popularity of defined contribution plans, increased competition from ETFs, and index funds and the decentralization of the intermediary market have transformed the way fund companies market and sell their products to investors and advisors.

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The Industry’s Seismic Transformation Will Continue

June 28, 2016

Technology, the popularity of defined contribution plans, increased competition from passive strategies and the decentralization of the intermediary market have transformed the way fund companies market and sell their products to investors and advisors. It’s not a stretch to say that the industry has and will continue to undergo seismic changes.

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A Fundster Voice-For-Hire Starts His Own Shop

June 21, 2016

A longtime mutual fund industry-focused public relations and marketing specialist is setting out on his own. MFWire has learned that Dan Sondhelm recently founded Alexandria, Virginia-based Sondhelm Partners. Sondhelm previously spent 21 years at nearby SunStar Strategic, a PR and marketing agency focused on supporting asset managers (and other financial services firms.)

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Addressing Investors’ Emotions

March 08, 2016

Uncertainty from volatility often leads investors to make irrational decisions that they tend to regret once conditions move to a normal state. How can you better communicate with your clients to calm their fears and help them stay invested?

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Has Robo Advertising Lost Its Snark?

March 02, 2016

Now that robo advisors are growing up and the buzz has slowed, where do they fit into the wealth management landscape? How are these firms still trying to position and differentiate themselves versus each other? Dan Sondhelm, among other industry experts, weigh in.

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