BNY Chops ‘Mellon’ in Rebrand
June 18, 2024
BNY has rebranded, dropping the “Mellon” from its name and adopting a new logo, as the company looks to evolve its operating model. Dan Sondhelm opined for this article.
In the News
Upgrading PR Strategies for Outcome-Driven Impact
June 18, 2024
Struggling to get your story heard in today’s crowded financial marketplace? Discover the 13 most damaging yet overlooked PR pitfalls hurting boutique firms. Dan Sondhelm shares his insights with Bill Hortz.
Sondhelm Partners Wins Best Third-Party Marketing Award 2022-2024 from Hedgeweek
June 07, 2024
Alexandria, VA — June 7, 2024 — Sondhelm Partners, a firm dedicated to helping boutique asset managers build brands and raise capital, proudly announces its latest victory as the winner of the Third-Party Marketing Firm of the Year category at the Hedgeweek US Emerging Manager Awards 2024. The firm secured an impressive 31.9% of the… Read more »
Replay Now Available for Mastering Manager Database Profiles and Content Marketing to Catch the Eye of Investors
June 05, 2024
Watch the replay of our webinar with Patricia O’Donnell and Dan Sondhelm to learn proven strategies for optimizing your database profiles and content marketing to attract and retain investors.
Is Your Website Stifling the Growth of Your Wealth Management Firm?
June 03, 2024
In the following sections, we’ll explore how each component of your website contributes to this ongoing process. Our recent insights article was picked up in Advisorpedia.
How Financial Advisors Can Capitalize on the “Money in Motion” Era
June 03, 2024
Advisors must adopt a proactive and multifaceted approach to seize the opportunities presented by the money-in-motion era and attract and retain clients. Our recent insights article was picked up in Advisorpedia.
Shops Find New Ways to Forge Advisor-Wholesaler Bonds
May 15, 2024
To attract and keep advisors, emerging strategies are enhancing advisor-wholesaler bonds through personalized communication and community integration. Dan Sondhelm offers key insights in this Ignites article.
Sondhelm Partners Shortlisted for Fund Marketer of the Year at With Intelligence Mutual Fund & ETF Awards 2024
May 08, 2024
The Awards celebrate excellence in fund leadership, sales, marketing, and performance, marking an important accolade within the traditional asset management industry.
Blurring Lines Between Institutions & RIAs Means Opportunities For Emerging Managers
May 02, 2024
In Dan Sondhelm’s latest contribution to Emerging Manager Monthly, discover how the blending of marketing and sales strategies for RIAs and institutional investors offers new growth avenues for emerging managers.
How Financial Advisors Can Seize Opportunities in the “Money in Motion” Era
April 19, 2024
According to YCharts, an alarming 75% of clients have left or contemplated leaving their advisors. Explore the strategies to attract and retain clients in our latest insights article, as featured in Advisor Perspectives.
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