BNY has rebranded, dropping the “Mellon” from its name and adopting a new logo, as the company looks to evolve its operating model. Dan Sondhelm opined for this article.
BNY Chops ‘Mellon’ in Rebrand
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Upgrading PR Strategies for Outcome-Driven Impact
Struggling to get your story heard in today’s crowded financial marketplace? Discover the 13 most damaging yet overlooked PR pitfalls hurting boutique firms. Dan Sondhelm shares his insights with Bill Hortz.
Sondhelm Partners Wins Best Third-Party Marketing Award 2022-2024 from Hedgeweek
Alexandria, VA — June 7, 2024 — Sondhelm Partners, a firm dedicated to helping boutique asset managers build brands and raise capital, proudly announces its latest victory as the winner of the Third-Party Marketing Firm of the Year category at the Hedgeweek US...
Sondhelm Partners Wins Best Third-Party Marketing Award 2024 from Hedgeweek
Hedgeweek recently recognized Sondhelm Partners as the Best Third-Party Marketing Firm in the US in 2024, an award Sondhelm has won for the third year in a row.
Replay Now Available for Mastering Manager Database Profiles and Content Marketing to Catch the Eye of Investors
Watch the replay of our webinar with Patricia O’Donnell and Dan Sondhelm to learn proven strategies for optimizing your database profiles and content marketing to attract and retain investors.
Is Your Website Stifling the Growth of Your Wealth Management Firm?
In the following sections, we’ll explore how each component of your website contributes to this ongoing process. Our recent insights article was picked up in Advisorpedia.
How Financial Advisors Can Capitalize on the “Money in Motion” Era
Advisors must adopt a proactive and multifaceted approach to seize the opportunities presented by the money-in-motion era and attract and retain clients. Our recent insights article was picked up in Advisorpedia.
Beating the Odds: Strategies for Launching a Mutual Fund or ETF in a Competitive Market
Recent data reveals that 49% of new funds and ETFs shut down within five years. Discover proven strategies to survive and thrive in a competitive market with our expert guide.
Experienced Digital Marketer
We’re seeking an experienced digital marketer to join our team. The ideal candidate should be an inbound marketing expert with 5-10 years of experience
How Asset Managers Can Get HubSpot Discounts
Whether you’re considering HubSpot or already in talks with them, discover how asset managers can secure HubSpot discounts with these effective strategies. Learn how to save up to 40% and maximize your investment in HubSpot.
Shops Find New Ways to Forge Advisor-Wholesaler Bonds
To attract and keep advisors, emerging strategies are enhancing advisor-wholesaler bonds through personalized communication and community integration. Dan Sondhelm offers key insights in this Ignites article.
Is Your Website Holding Back the Growth of Your Wealth Management Firm?
Is your wealth management website driving clients away? Learn how to enhance content, speed, and security to attract and retain high-net-worth individuals. Discover the secrets now!