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...
How to Develop a Personal Backstory that Resonates with Clients
February 28, 2023 | Branding
Investors and potential clients crave a deeper understanding of the person managing their money. They want to know what shaped their values.
Thought Leaders vs Influencers in Asset Management
April 26, 2022 | In The News
You’ve probably heard that becoming a thought leader may help raise your personal and professional stature within the industry. It’s important because you become the go-to person on a topic. Thought leaders are traditionally recognized experts and an authority on a particular subject matter—and therefore have a large loyal following. Advisorpedia picked up Milin Iyer’s latest article.
Thought Leaders vs Influencers in Asset Management
April 21, 2022 | Content Marketing
You’ve probably heard that becoming a thought leader may help raise your personal and professional stature. What about being an “influencer” and is there a difference between the two?
Liberty Street Funds Wins Best Mutual Fund Website
April 5, 2022 | In The News
The Web Marketing Association recently awarded Liberty Street Funds with the “Best Mutual Fund Website” in the 2022 Internet Advertising Competition. Sondhelm Partners is proud to have developed the websites.
Asset Managers Agree, Brand and Reputation are Critical Factors in Growth
December 20, 2021 | Branding
For boutique asset managers, a great reputation and consistent branding are critical elements for success. View this webinar for actionable tips.
Public Relations in Today’s Digital World
April 9, 2021 | In The News
Asset managers looking to elevate their firm’s brand and credibility should consider reevaluating their media relations strategy to maximize potential for visibility and AUM growth. Milin Iyer’s article was recently published in Advisorpedia.
Are You Practicing Sales Prevention?
September 22, 2020 | Compliance
Sales are so important, yet many firms actually practice sales prevention. Here are the ways and what they can do instead.
How to Make Sure Your Voice Doesn’t Get Lost in the Mix
April 27, 2020 | Digital Marketing
Nearly all asset managers have focused on building virtual communities to communicate their news and views. But many advisors are suffering from ‘digital overload.’ Here are five strategies to break through.
Why Financial Advisors Should Embrace Digital Marketing (Webinar)
January 29, 2020 | Webinars
Watch our webinar replay to learn how stronger digital marketing can help you attract and retain customers.
What Gatekeepers Want From Manager Meetings
August 12, 2019 | Strategic Planning
Citywire looks back at their professional buyer Q&As from the first half of 2019 and recaps gatekeepers’ best and worst experiences when meeting managers.
Institutional Marketing Moves into the Spotlight
June 12, 2019 | Sales Distribution
Disruption in the asset management industry has driven managers to pursue new strategies. Research from Chestnut Advisory Group indicates the best managers are taking a marketing-led approach.










