Sondhelm Partners was recently recognized as the Best Third-Party Marketing Firm by Hedgeweek
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.
Are you ready to create captivating video content that showcases your brand and connects with your investors? This guide provides tips and recommendations to ensure you’re prepared for your interview and that the captured footage is optimal for video production.
Concerned about the risks of working with journalists? Our PR Director, Milin Iyer, reveals six risks for asset managers and effective counterstrategies in our insightful new article.
A provocative PwC report predicts by 2030, up to 20% of active mutual fund boutiques could vanish, overwhelmed by market pressures and the surge of low-cost ETFs and index funds. How can smaller firms protect themselves and thrive?
Big firm websites are missing the mark. Learn how boutique asset managers can sidestep these pitfalls and create an advisor-friendly website that attracts and retains investors.
It’s a moment fraught with tension: global eyes on the Middle East and markets in flux. Clients want answers. While industry giants dominate, are you prepared to offer your perspective?
Sondhelm Partners collaborated with Lawson Kroeker Investment Management to earn the Web Marketing Association’s annual “Best Mutual Fund Website” award for its emphasis on timely content and education.
Are you underusing HubSpot like driving a sports car at 30 mph? Uncover why this happens to many asset managers and learn how to overcome roadblocks.
Are you starting a hedge fund? You want institutional seeders, but don’t underestimate the power of your personal network to get you started.
What captivates financial advisors? Skilled wholesalers, insightful digital content, or a blend? Let’s explore two recent surveys to unravel this mystery.
Few things are more important than securing a meeting with a key prospect or client, particularly when time is of the essence.
Investors and potential clients crave a deeper understanding of the person managing their money. They want to know what shaped their values.