Focus on Growth
Sondhelm Partners
Helping hidden gem and brand name asset managers attract investors, strengthen credibility, and build brands.
Which Are You?
Here are typical growth challenges our clients come to us to solve:
Amplify Growth
Strengthen marketing and sales strategies
Tell your great story better
Add additional strategies for growth
Consider strategic growth opportunities
Overcome Challenges
- Reverse stagnant revenue and AUM
- Improve marketing infrastructure, prospect nurturing, and engagement
- Look the part of a serious investment firm
- Refresh brand story to become more relevant
Optimize Opportunities
- Support a new fund or product launch
- Expand new markets in the United States or internationally
- Find strategic partners for sub-advisory, merger, and fund adoptions
Solutions
Marketing
Public Relations
Sales
Strategic Partnership
Assess Your Growth Strategy
Are you on track to meet your goals? What’s working and what’s not? What improvements can you make? Take our growth assessment to understand your growth opportunities. You will also receive our complimentary report, “How to Rethink Your Growth Strategy Now.”
The 9½ Reasons Why Asset Managers Should Hire a Fractional CMO
Are you considering hiring a part-time Chief Marketing Officer (CMO) to help grow your asset management firm? This article explains 9 1/2 reasons to make the move.
SEO for Asset Managers Is About to Get Really Interesting
Many financial firms live and die by the traffic Google sends to their websites, but AI has made that flow of traffic less dependable. Check out our best ideas about how financial firms can stay visible despite today’s uncertain search environment.
Digital Marketing for Wealth Managers: Proven Ways to Bring in More Assets
Today’s financial planning and wealth management sector is highly competitive. With all the options available—and more emerging constantly, including virtual ones—people take time to research firms to ensure they find the right ones for them.
This guide explains the digital marketing tactics wealth managers must master to bring in new clients and revenue.
Greek and Roman gods evoked fear, awe and envy. Their names now control trillions of dollars of your money.
An article in Pensions & Investments explains why so many crypto companies turn to mythology for their brand names. In it, Dan Sondhelm, founder and CEO of Sondhelm Partners, shares some insights. Read on to find out more.
F/m Beefs Up ETF Roster with a New Dozen
F/m Investments launches 12 new ETF strategies. With Intelligence turned to Dan Sondhelm for insights on the ambitious move into specialized fixed-income and small-cap markets.
Sondhelm Partners Wins Best Asset Management Third Party Marketing Company 2024 Award
Wealth & Finance International, a trusted global publication, presents the Private Equity and Venture Capital Awards, recognizing industry leaders and innovators who have contributed to private equity and venture capital firms. Find out about the latest award earned by Sondhelm Partners.
Awards
2023
Hedgeweek US Awards
Best Third-Party Marketing Firm
2023
Web Marketing Association
Best Mutual Fund Website
2023
Representative clients
Testimonials
Jennifer King
President
Chase Investment Counsel
Sondhelm Partners helped us stay connected with all our contacts in 2020 by refreshing our website and developing a digital marketing strategy.
Patrick Pascal
President
Chelsea Management Company
Sondhelm Partners has been an important strategic partner for our business development. They have a strong grasp of the wealth and asset management industry.
Walter Todd
President
Greenwood Capital
Thank you for leading our strategic planning offsite in Charleston. We could not have done it without you. Your insights and industry knowledge were invaluable.