June 09, 2023
Sondhelm Partners today announced that it has been recognized as the Best Third-Party Marketing Firm in the Hedgeweek US Emerging Manager Awards for 2023.
June 01, 2023
The merger has opened new sales markets and created opportunities for sales and marketing efficiencies. Dan Sondhelm opined for this With Intelligence article.
May 24, 2023
Explore the AI revolution transforming the financial advisory sector, reshaping investment strategies, and empowering advisors with cutting-edge technology. Dan Sondhelm opined for this article in BISA Portfolio.
May 22, 2023
Invesco will change the tickers for 11 products in its suite of equal-weight ETFs that track the S&P 500. Dan Sondhelm opined for this Ignites article.
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.
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.
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.
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.
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.
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.
Connect
