In the News


Franklin Templeton’s ETF play reveals pain of being late — yet it beats never

November 09, 2017

For a company as big, old, proud and well-known as Franklin Templeton, the rationalizations for why ETFs should be ignored are long and diverse. It is time for Franklin Templeton to embrace RIAs with greater fervor. Producing ETFs is a place to start, even if it underscores the strategic oversight of not starting a decade ago. Dan Sondhelm and other industry pros comment on this new offering and what it means for the industry.

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20 Entrepreneurs Share Tips on Authority Positioning

November 08, 2017

Being viewed as an authority in your field is essential in helping achieve your business goals. It makes you visible by raising your expertise to become a center of prestige. Many small businesses continue to face challenges in getting their word out there to command respect and gain brand recognition. There are various ways one can get to this position of command. Dan Sondhelm was one of 20 entrepreneurs and business owners who offered tips to position yourself as an authority. Dan is #16 on the list.

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Time to Rethink Your 2018 Growth Strategy Now

November 03, 2017

The end of the year is the perfect time to think about your current results and how you can do even better over the next twelve months. Our 13-points checklist, organized by strategic, marketing, and sales categories, will help ensure you’ve thought through the major considerations for your growth strategy in 2018.

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Does A Proactive Public Relations Campaign Make Sense For Financial Advisors? An Interview With Dan Sondhelm.

October 23, 2017

Does a proactive public relations campaign make sense for financial advisors? Jay Coulter, influencer from The Resilient Advisor podcast, interviewed Dan Sondhelm on how to establish yourself as a thought leader

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Sondhelm Partners Hires Milin Iyer as Public Relations Director

October 18, 2017

Sondhelm Partners, a firm that helps asset managers, mutual funds and ETF’s grow, announced today that it has hired Milin Iyer as Public Relations Director. Iyer brings 8 years of experience in positioning, public relations, and thought leadership for financial services firms.

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4 Ways to Handle Your Rogue Wholesalers

October 13, 2017

Instead of secretly hoping one takes another job, consider four strategies that may motivate them to succeed and assume greater accountability for their results.

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What a Fiduciary Should Know: Down and Dirty with “Clean” Shares

October 11, 2017

Regulators and the industry may finally have come around to recognize the difference between fees that matter and fees that shouldn’t matter. The word de jour is “clean,” as in “clean shares.” You’ve probably read one too many articles.

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PR: Turning “Buzz” into New Business

October 04, 2017

An effective way to build the kind of “buzz” around your firm that generates leads and builds brands is through the savvy use of public relations.

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How Wealthy Women Are Getting Smarter Pitches From Financial Advisors

September 25, 2017

Financial advisors are strengthening their marketing, not because of robo-advisors, but because these traditional advisors want to aggressively compete. And they believe they have a strong value proposition for women.

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7 Strategies for Building Better Web Sites

September 07, 2017

For websites, boutique asset managers are often at a competitive disadvantage compared to bigger firms with deep pockets and large digital marketing teams. The good news, however, is that it doesn’t take a huge investment of capital or time to create a robust website that enables advisors and institutional investors to research your products, your investment processes, and your team. Employing seven cost-effective strategies can create a better user experience that can help generate leads—and increase inflows.

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