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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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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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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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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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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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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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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July 10,
2019
The importance of SEO in the digital marketing world has grown year over year. More consumers today make decisions online and it is key for businesses to have a digital presence. This has only made SEO harder for small businesses. In this article, Dan Sondhelm shared his thoughts along with other digital marketing experts.
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July 08,
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 Nasdaq.
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July 08,
2019
Sondhelm Partners is pleased to announce that Dan Sondhelm will speak on a GCMFA panel with James Curry from SS&C Alps at the Greater Cincinnati Mutual Fund Association workshop. The session will focus on growth strategies, trends and best practices in mutual fund distribution, marketing, and M&A. The event will be held July 18, 2019, in Cincinnati.
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