In the News

Social Media As The Gateway To New Clients

November 09, 2018

What’s the best and most efficient way to find new clients? While many advisors stick to the basics—seminars, free lunches, even (shudder) cold-calling—many advisors are moving to social media—and getting results. Dan Sondhelm was one of several experts to comment for this story.

Read More

Why Your Articles Don’t Get Picked Up by the News

November 07, 2018

Most articles submitted to financial news editors never get published. But aren’t publications “desperate” for content? Not really. To increase the odds, don’t do these three things.

Read More

How Adviser’s Websites Can Attract More Investors

October 30, 2018

In a digitally wired world, having a website that is attractive, dynamic and compelling is essential. Fortunately, it doesn’t require massive resources to create a high-quality website that will attract advisers and investors and move them through the sales funnel. Dan Sondhelm discusses the most cost-effective ways firms can increase the value of their websites.

Read More

Don’t Write This in a “Cold” Email

October 16, 2018

I just received this “cold” email and wanted to share it (along with some pointers) with you. This is a great example of what not to write in an email. The sender claims to be a “digital marketing expert.” Would you buy from him?

Read More

Are your investment, sales and marketing teams aligned for growth?

October 15, 2018

It is not uncommon for asset managers to view these three functions as separate and distinct units with entirely different missions and goals.

Read More

10 Ways to Raise the Bar on Your Asset Management PR

September 21, 2018

A well-conceived public relations strategy can fuel asset growth and retention by increasing a firm’s visibility, credibility, and brand with investors. However, many firms perform their own version of public relations, which sometimes doesn’t deliver the expected impact. What mistakes do PR pros make the most? Dan Sondhelm shared his insight with

Read More

The Mega-Trends Forcing Asset Managers to Revamp

September 20, 2018

There is little doubt that the mega-trends of the last several years have thrust the investment management industry into a period of transformative change. While still buttressed by a strong tailwind of asset-price inflation, investment management firms are facing increasing risks as the relentless downward fee pressure and passive flow migration threatens revenues and profits and, for some firms, their very existence.

Read More

Maybe There Is A Free Lunch For Investors After All

September 10, 2018

Economists often say “There is no such thing as a free lunch.” But Fidelity now offers free funds. Dan Sondhelm, one of several industry observers, commented on the move.

Read More

Dan Sondhelm to Speak on Public Relations Panel at Celera Conference

September 05, 2018

Sondhelm Partners is pleased to announce that Dan Sondhelm will participate in a panel discussion at the Celera Systems SalesStation Client Conference in Milwaukee, WI on September 27, 2018. The panel will discuss how PR and communications can be used to grow and retain assets and will offer strategies for success. Sondhelm Partners is also a proud sponsor of the event.

Read More

Abby Johnson Makes an Up-Sell Play for Millennials

September 01, 2018

The play to out-Vanguard Vanguard gets stony response from competitors but analysts, including Dan Sondhelm, say Fidelity may actually be a quick study in the freemium game.

Read More