June 04, 2020
The Citywire World of Boutiques virtual event will take place on July 16th, 2020. This event will offer 10 specialty managers the opportunity to present to US fund buyers. Each portfolio manager will present live to the audience and have the opportunity to answer questions. Sondhelm Partners is an Event Partner.
June 04, 2020
For today’s financial advisors, marketing means going digital. It means producing timely content and earning news coverage that will bring clients to you rather than you hunting them down one phone call at a time. US News & World Report interviewed Dan Sondhelm where he shares some of the biggest marketing challenges advisors face and how his company can help.
June 03, 2020
With on-site visits and conferences off limits for the foreseeable future, nearly all asset managers are focused on building virtual communities of clients and prospects to communicate their news and views. Many advisors and consultants are already suffering from ‘digital overload.’ In our recent webinar, we outlined five strategies firms can use to make sure their voices don‘t get lost in the digital mix. This article was picked up in Nasdaq.
May 26, 2020
Thornburg Investment Management has brought on a new chief marketing officer as it looks to enhance its global marketing and growth initiatives. Dan Sondhelm opined on the hire, reporting structure and digital strategy for Fund Intelligence.
May 22, 2020
As industry pressures continue to build in a turbulent 2020, firms are relying on strategies that bring greater revenue, including alternative investments, to maintain profitability. Dan Sondhelm shared his thoughts with FundFire for this article.
May 15, 2020
EMM Editor Matthew McCue took part in our webinar, How Boutique and Emerging Asset Managers Are Handling the Pandemic and Keeping their Clients Engaged, last month.
May 05, 2020
With passively managed funds dominating inflows over the past decade, market prognosticators said it would take a bear market to convince investors to reconsider actively managed funds again. Well, advisors and institutions may be more willing to listen to your success story. Our recent webinar explained how boutique firms can position their active management success stories front and center among their clients and prospects, even in a work-at-home world. This article was picked up by Nasdaq.
May 01, 2020
With on-site visits and conferences off limits for the foreseeable future, nearly all asset managers are focused on building virtual communities of clients and prospects to communicate their news and views. Many advisors and consultants are already suffering from ‘digital overload.’ In our recent webinar, we outlined five strategies firms can use to make sure… Read more »
April 28, 2020
Our recent webinar for top journalists resulted in another feature news article for clients. This time, three portfolio managers shared how they are handling investing during the COVID-19 pandemic. Thank you TEXPERS Pension Observer for the in-depth article. Read PDF.
April 27, 2020
The Foundation for Financial Planning acts as the national engine for pro bono financial planning. They have programs in place to support low and moderate income Americans who are being affected by the COVID-19 pandemic.
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