Sondhelm Partners was recently recognized as the Best Third-Party Marketing Firm by Hedgeweek
How can boutique asset management firms improve their competitiveness, build their brand, and compete for assets? Discover the nine top tactics boutique managers use to attract high-value financial advisors.
How can boutique asset management firms improve their competitiveness, build their brand, and compete for assets? Discover the nine top tactics boutique managers use to attract high-value financial advisors.
The Awards celebrate excellence in fund leadership, sales, marketing, and performance, marking an important accolade within the traditional asset management industry.
In Dan Sondhelm’s latest contribution to Emerging Manager Monthly, discover how the blending of marketing and sales strategies for RIAs and institutional investors offers new growth avenues for emerging managers.
According to YCharts, an alarming 75% of clients have left or contemplated leaving their advisors. Explore the strategies to attract and retain clients in our latest insights article, as featured in Advisor Perspectives.
Explore how AI is revolutionizing efficiency and personalization to attract and retain investors. Dan Sondhelm offered insights for the article.
Brand perception can make or break a firm’s success. But what does it take to rise to the top, and how can smaller boutique asset managers compete? Drawing on a Broadridge study, we explore targeted strategies for enduring growth.
Growing competitive pressure to produce high-quality fact sheets, monthly reports, pitch books and other investment content is pushing asset managers to automate more of their marketing processes. Dan Sondhelm opined for this article.
In 2023, a shocking 75% of clients left or considered leaving their advisors, according to YCharts. Discover the strategies to attract and keep clients in this challenging landscape.
Aurora Investment Counsel’s website, developed by Sondhelm Partners, has been recognized as the best in the industry by the 2024 Internet Advertising Competition. Learn more about this outstanding achievement.
The highly respected competition is now open for entries, with a deadline of April 19, 2024. Learn more about this prestigious competition.
Sondhelm Partners has been nominated for Best Third-Party Marketing Firm at the Hedgeweek US Emerging Manager Awards 2024. Show your support by voting before April 26th.