June 27, 2024
Want to capture more investor attention and get more meetings? Industry experts Trisha O’Donnell and Dan Sondhelm shared valuable insights in GAMMA’s recent webinar, “Mastering Manager Database Profiles and Content Marketing.”
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.
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.
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 »
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.
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