In the News


Is the Hourly Fee Model Ready for Its Close-Up?

September 17, 2019

Relatively few advisors charge by the hour, but the idea is starting to gain appeal. Dan Sondhelm shared his thoughts for this story.

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M&A: The Price of Overpaying for Past Performance

September 11, 2019

How is the business of baseball similar to the business of mutual funds? For both, it’s dangerous to overpay for performance. Published in Advisorpedia.

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Client-Centric vs. Investment-Centric Marketing at Asset Management Firms

September 10, 2019

Firms that understand their clients do better in the marketplace. As the industry becomes more challenging, firms must move from investment-centric to client-centric messaging. Dan Sondhelm shared his insight for this article.

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ICI Small Funds Committee and Sondhelm Partners Develop Educational Series on Tech Tools for Growth

August 30, 2019

The ICI Small Funds Committee and Sondhelm Partners have partnered to offer a three-part educational series focusing on Tech Tools for Stronger Mutual Fund Sales and Marketing. In two webinars and the ICI Small Funds Committee semi-annual meeting, we will share insights on the types of problems that technology and data can solve, how the technologies work and who the providers are.

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Why PR and publicity should be considered separately

August 23, 2019

Plenty of PR pros balk at the notion that their jobs are only about securing media coverage and boosting brand visibility. Dan Sondhelm and other public relations pros offer insight as to why many practitioners shun the word “publicity.”

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Creating the “Billions” Impression to Prospective Buyers

August 12, 2019

Do you watch Billions? It’s an over-the-top, testosterone-charged soap opera centering around two alpha males who run a wildly successful hedge fund. Not all money management firms scream wealth, innovation, energy and success like Axe Capital. When it’s time to grow (or sell), take these steps to avoid making a bad impression, as published in NASDAQ.

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Fund Adoption: A Potential Growth Strategy

August 05, 2019

Gaining notoriety and AUM is a challenge without a long-term track record, an extensive distribution network and a well-planned marketing strategy.

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Creating the “Billions” Impression to Prospective Buyers

August 02, 2019

Do you watch Billions? It’s an over-the-top, testosterone-charged soap opera centering around two alpha males who run a wildly successful hedge fund. Not all money management firms scream wealth, innovation, energy and success like Axe Capital. When it’s time to grow (or sell), take these steps to avoid making a bad impression, as published in Advisorpedia.

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Sondhelm Partners to Sponsor Ultimus Client Conference

July 15, 2019

Sondhelm Partners is pleased to announce that it will be a Bronze sponsor for the Ultimus Client Summit. The theme of the Summit is VISION 20/20: See opportunities for the upcoming year; Envision new business possibilities; and Apply a vision for strategy, planning and growth.

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For Asset Managers, Thought Leadership May Be Their Only Edge

July 11, 2019

Not every portfolio manager can become a rock star. But anyone can navigate towards becoming more visible, more respected and more influential. When your opinions really matter, you’ve arrived. This article was picked up by the 3PM blog.

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