‘Vanishing Advisors’ Ghost Wholesalers
April 13, 2023
Remote working and the availability of digital tools have changed the way salespeople engage with advisors. Dan Sondhelm opined for this Ignites article.
In the News
‘Sorry, Little One’: Activists Target Vanguard in New Ad
April 03, 2023
Climate activists launched an ad campaign criticizing Vanguard’s climate change policies that airs on TV stations that play in the company’s home county. Dan Sondhelm opined for Ignites on what sort of impact this can have.
Sondhelm Partners Shortlisted in Hedgeweek US Emerging Manager Awards in the Best Third-Party Marketing Category
March 31, 2023
Sondhelm Partners has been shortlisted in the Best Third-Party Marketing Firm category, by Hedgeweek in its US Emerging Manager Awards 2023.
Using Meeting-Scheduling Tech Is a No-Brainer
March 30, 2023
This article discusses the benefits of using meeting-scheduling technology to simplify the process of scheduling meetings. It highlights how such technology can save time and reduce stress for both meeting organizers and attendees. Dan Sondhelm was featured in this 401kWire article.
Marketing Rule Scares Advisors Off Social Media: Survey
March 23, 2023
A third of investment advisors said social media played a significant role in their 2022 marketing efforts, down from 76% from 2021. But usage could pick back up once they better understand the new marketing rule. Dan Sondhelm opined for this Ignites article.
Developing a Personal Backstory that Resonates with Clients
March 22, 2023
Investors and potential clients crave a deeper understanding of the person managing their money. They want to know what shaped their values, what inspired them to pursue a career in asset management, and what personal experiences have influenced their investment strategies. This is where a personal backstory comes in. We contributed this article to Advisorpedia.
Investor Identities, Availability Cascades, and Unknown Unknowns
March 14, 2023
The Investment Ecosystem touted our recent article on the importance of developing personal backstories for asset managers. Consider subscribing to TIE for unique insights and idea creation from a wide range of industry professionals.
Dan Sondhelm to Lead Jeopardy! Asset Growth Edition Session at The SME Forum
February 28, 2023
Are you ready for an exciting and educational experience at the upcoming 2023 Spring SME Forum in Scottsdale, AZ? Join us for a game-show-style session unlike any other – Jeopardy! Asset Growth Edition. As the host, I will lead the session alongside other industry professionals, ensuring an engaging and interactive experience for all attendees.
Dan Sondhelm to Judge With Intelligence Mutual Fund & ETF Awards 2023
January 30, 2023
This competition recognizes excellence in fund leadership, sales, marketing, and performance.
Should Sales and Marketing be ‘One’
January 13, 2023
It is an age-old debate. Which team is the most important – marketing or sales? What drives results – marketing or sales? Should marketing and sales co-exist? Dan Sondhelm opined for this article by Sandra Powers in Emerging Manager Monthly.
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