October 05, 2016
With high-profile women in the spotlight this election season, there’s a change in attitudes and politics that female-focused investing and entrepreneurs can build upon. Sally Krawcheck launched a female-centric robo adviser that has been built and run by women. Will that niche be enough to compete with the bigger firms? Dan Sondhelm among others comment on the story.
July 25, 2016
Thought leadership is a method of creating a stand-out brand that clients and prospects are drawn to, and one in which other advisors want to take part. The continued growth of the financial advisor community coupled with ease of access to information through digital channels makes becoming a thought leader a critical aspect of your success. Dan Sondhelm shares how to become more influential with your target audience in this recent contribution.
July 11, 2016
Emerging asset management firms should use significant market events to stay in front of current and potential clients through a well-planned and executed communications strategy. Dan Sondhelm and Kasina’s Mike Cogburn share their insight.
July 07, 2016
While I was setting up office space for my new marketing firm, Sondhelm Partners, I had the opportunity to go through boxes of material from the many investment companies with whom I have worked over the past 20 years as a marketing strategist. This trip down memory lane made me stop and consider how technology, the popularity of defined contribution plans, increased competition from ETFs, and index funds and the decentralization of the intermediary market have transformed the way fund companies market and sell their products to investors and advisors.
June 28, 2016
Technology, the popularity of defined contribution plans, increased competition from passive strategies and the decentralization of the intermediary market have transformed the way fund companies market and sell their products to investors and advisors. It’s not a stretch to say that the industry has and will continue to undergo seismic changes.
June 21, 2016
A longtime mutual fund industry-focused public relations and marketing specialist is setting out on his own. MFWire has learned that Dan Sondhelm recently founded Alexandria, Virginia-based Sondhelm Partners. Sondhelm previously spent 21 years at nearby SunStar Strategic, a PR and marketing agency focused on supporting asset managers (and other financial services firms.)
March 08, 2016
Uncertainty from volatility often leads investors to make irrational decisions that they tend to regret once conditions move to a normal state. How can you better communicate with your clients to calm their fears and help them stay invested?
March 02, 2016
Now that robo advisors are growing up and the buzz has slowed, where do they fit into the wealth management landscape? How are these firms still trying to position and differentiate themselves versus each other? Dan Sondhelm, among other industry experts, weigh in.
March 01, 2016
Following a month of stocks bouncing around the market’s most recent bottom, SunStar Strategic clients participated in a Peer Roundtable to share their collective wisdom on how to best address investor concerns.
November 20, 2015
With the presidential election still a year away, we’re already waist deep in press coverage. Election 2016 promises “shock and awe” as the players rally for position. For many, the biggest surprise to date is real estate mogul and business dynamo Donald Trump’s meteoric rise to become the Republican Party’s frontrunner. Putting political preferences and personal opinions of The Donald aside, financial professionals can find much to learn by examining his communication techniques – the good, the bad and the ugly.
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