Sondhelm Partners was recently recognized as the Best Third-Party Marketing Firm by Hedgeweek
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 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.
Wholesalers average just four meetings yearly with each focus advisor. With 325 advisors to cover, that’s brutal math. Learn how digital engagement amplifies sales impact without competing with your team.
Crypto firms are rapidly becoming part of the financial mainstream. Learn about the trend and find out how crypto companies can build beneficial relationships with traditional investment companies.
Do you excel at investment management but can’t grow your firm? As a boutique asset management company, you likely face multiple strategic challenges—sales, asset and revenue growth, branding, engagement, technology, operations, culture, and more. Discover the 27 signals your growth strategy needs a second look and the actionable steps you can take to grow.
Sondhelm Partners has been recognized at the 2024 Institutional Asset Manager Awards by Chandler Publishing! We proudly received awards for Best Third-Party Marketing Firm and Best Placement Agent and were also shortlisted for Best PR & Communications Firm. Find out more.
For many boutique asset managers, 2024 was a very good year. But has your growth been delivered by market appreciation or from new clients? Smart asset managers should be thinking about their strategic growth plans for next year. Here are ten questions to ask now and potential solutions for growth.
Sondhelm Partners has been shortlisted for Best Communications and PR Firm at the 2025 Fund Intelligence Operations & Services Awards. Find out more about this honor.
2024 has been a great year so far for equities and securities in general. But many asset managers have a problem: no or few new clients. Many firms know they need to build a sound strategic plan for next year, quickly, but don’t know where or how to start. No need to worry. We’ve developed an 11-step strategy to create your growth plan in just 30 days.
As the number of asset managers have proliferated over the years, it’s getting harder for even the best-performing shops to gain traction among advisors and institutions. This guide explains what you must know to effectively use public relations to promote your...
From rising personnel demands to data costs, platforms want more from asset managers. Learn key strategies to maintain profitable relationships while optimizing resources in this candid interview.
Learn how to transform institutional sales meetings from one-sided pitches into engaging, two-way conversations that leave a lasting impression and build stronger relationships. Ready to improve your approach?