Beyond the Bonus: How Firms Reward Employee Performance
March 06, 2024
Fund firms have found various ways to reward workers beyond monetarily. Dan Sondhelm opined for this Ignites article.
In the News
As ETF Flows Climb, DFA Revamps Investor Website
February 26, 2024
As its ETF assets boom, Dimensional Fund Advisors debuts a refreshed website for individuals, walking a fine line to retain loyalty among advisors. Dan Sondhelm opined for the Ignites article.
WisdomTree Teases Prime Ad Ahead of National Launch
February 13, 2024
WisdomTree is ramping up marketing efforts for its WisdomTree Prime digital wallet ahead of a national rollout. The blockchain-based platform presents an opportunity for WisdomTree to expand beyond investments. Dan Sondhelm opined for this article in Ignites.
Voya’s New Ads Use Twins to Promote Investing Message
January 31, 2024
Voya launches lighthearted twin-centric ad campaign promoting workplace benefits and retirement savings tools with upbeat, entertainment-focused messaging. Dan Sondhelm opined for this Ignites article.
Sales And Marketing Need An Integrated Strategy
January 11, 2024
Boutique asset managers: Are siloed sales and marketing teams hurting your messaging and investor engagement? Dan Sondhelm sat down with Bill Hortz of the Institute for Innovation Development to discuss strategies to improve collaboration between these groups for Financial Advisor Magazine
Stand Out or Get Lost: Bold Growth Strategies
December 18, 2023
In a recent conversation with Institutional Asset Manager, Dan Sondhelm discussed how equipping sales teams for success through targeted content, digital communications, public relations efforts, and actionable data can increase sales team productivity and empower investor conversations.
Navigating the Hurdles of Raising Capital for Hedge Funds
December 15, 2023
Navigating the persistent hurdles of raising capital remains an uphill battle for most hedge funds. Dan Sondhelm sat down with Hedgeweek to discuss strategic solutions to secure investments and expand assets.
Sondhelm Partners Honored to be Shortlisted Again for the Fund Intelligence Awards
December 06, 2023
Recognized for two years running as a Fund Intelligence Awards finalist, we are honored among leading financial services PR firms for top brand-building achievements and client impact. Winners will be announced in February 2024.
Dan Sondhelm Added to the Private Asset Management Awards 2024 Judging Panel
December 06, 2023
The PAM Awards are a hallmark of excellence, showcasing innovation and outstanding performance in private asset management.
Honing a Marketing and Sales Strategy for 2024
December 05, 2023
Financial firms are grappling with developing 2024 sales and marketing plans amid new technologies, engagement approaches, and an uncertain landscape. Institute for Innovation Development founder Bill Hortz sat down with Dan Sondhelm to discuss insights on crafting an effective growth strategy.
Connect
