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.
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.
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.
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.
May 08, 2024
The Awards celebrate excellence in fund leadership, sales, marketing, and performance, marking an important accolade within the traditional asset management industry.
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.
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.
April 12, 2024
Explore how AI is revolutionizing efficiency and personalization to attract and retain investors. Dan Sondhelm offered insights for the article.
April 09, 2024
Growing competitive pressure to produce high-quality fact sheets, monthly reports, pitch books and other investment content is pushing asset managers to automate more of their marketing processes. Dan Sondhelm opined for this article.
April 05, 2024
Aurora Investment Counsel’s website, developed by Sondhelm Partners, has been recognized as the best in the industry by the 2024 Internet Advertising Competition. Learn more about this outstanding achievement.
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