Dan Sondhelm

To our clients, friends, and partners, have a happy and healthy new year!

Is your sales team working too hard to meet their quotas? Often, it's not about adding more bodies. Giving them more marketing ammunition and technology can be the cure. Dan Sondhelm explores this topic in Institutional Asset Manager.

Stand Out or Get Lost: Bold Growth Strategies In a recent conversation with Institutional Asset Manager, Dan Sondhelm discussed how equipping sales teams for success through targeted content, digital communications, public relations efforts, and actionable data can increase sales team productivity and empower investor conversations.

For hedge funds, brand-building and capital-raising can be challenging. But there are best practices for success. Thanks to for this Q&A. Navigating the Hurdles of Raising Capital for Hedge Funds

Navigating the Hurdles of Raising Capital for Hedge Funds Navigating the persistent hurdles of raising capital remains an uphill battle for most hedge funds. Dan Sondhelm sat down with Hedgeweek to discuss strategic solutions to secure investments and expand assets.

I look forward to judging the Private Asset Management Awards 2024 from With Intelligence. Each year, there is so much innovation and creativity in how these companies engage their clients and prospects.

Dan Sondhelm Added to the Private Asset Management Awards 2024 Judging Panel The PAM Awards are a hallmark of excellence, showcasing innovation and outstanding performance in private asset management.

We are thrilled to be shortlisted for the Awards again in the Best Communications and PR Firm category. In February, we'll learn who the winner is. For now, a big thank you to our clients and team. Good luck to all the nominees in all the categories.

Sondhelm Partners Honored to be Shortlisted Again for the Fund Intelligence Awards Recognized for two years running as a Fund Intelligence Awards finalist, we are honored among leading financial services PR firms for top brand-building achievements and client impact. Winners will be announced in February 2024.

It's that time of year when boutique asset managers review their growth for the current year and develop changes for 2024. With so many items and investments to consider, how do you prioritize? Thanks, Bill Hortz, from the Institute for Innovation Development, for the interview.

Honing A Marketing And Sales Strategy For 2024 Financial firms are grappling with developing 2024 sales and marketing plans amid new technologies, engagement approaches, and an uncertain landscape. Institute for Innovation Development founder Bill Hortz sat down with Dan Sondhelm to discuss insights on crafting an effective growth strategy.

Sure, we exaggerated the headline, but there are risks for small and midsized active managers. What are the trends, and how can they thrive? Our latest insights article tackles the issue.

Active Mutual Fund Managers: Your Days Could Be Numbered? 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?

We are thrilled to have won the Institutional Asset Manager Award for Best Placement Agent. We were also finalists for Best Third-Party Marketing Firm and Best PR & Communications Firm. Thank you for your support, thank you to our team, and congratulations to all the winners.

Sondhelm Partners Wins Best Placement Agent Award, Shortlisted for Two More at Institutional Asset Manager 2023 Awards Industry peers recognize our achievements in connecting boutique asset managers to investors through integrated capital-raising and brand-building efforts.

We appreciate your vote for the Best PR and Communications Firm category of the Hedgeweek European Awards 2024. The category is #44 on the awards page. Good luck to all the finalists.

Sondhelm Partners Shortlisted for Hedgeweek European Awards 2024 Please show your support by voting for Sondhelm Partners in the Best PR and Communications Firm category ( #44) on the Hedgeweek Awards website before voting closes this Friday, December 8, 2023.

Thank you to our clients, partners, and team. Your support has been amazing, and it means a lot. We've done great things together.

Enjoy the holiday with your families and friends. Here's to even more success together in the coming year.

Happy Thanksgiving!

As a boutique asset manager, you have a unique opportunity to learn from the website mistakes of larger firms. Recent research from J.D. Power, highlighted in Ignites, underscores that most big firm websites, including those of giants like BlackRock, Vanguard, and Invesco, are not meeting advisor needs effectively.

With 83% of advisors finding these sites lacking in design, access, and insights and only 20% willing to invest with a firm whose website is difficult to use, the message is clear: there’s room for improvement, and you can lead the way.

Luckily, as a boutique, you can sidestep these pitfalls and create a website that truly engages and supports advisors. Read our latest article to find out how.

What Boutique Asset Managers Can Learn from Big Firms' Website Mistakes 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.

Flexibility really is important for so many in our industry. Thanks to Alyson Velati at for including my thoughts. Asset Managers Relax Hybrid Office Policies for the Holidays

Asset Managers Relax Hybrid Office Policies for the Holidays Asset managers have ramped up the number of days employees must enter the office. But, some company executives are relaxing those in-office policies to allow employees to work remotely for the holiday season. Dan Sondhelm opined on the trend for Ignites.

AI is here. But how are asset managers using it? Dan Sondhelm discusses the opportunities and risks of the tool with Danielle Walker, for Chief Investment Officer.

At Fidelity, AI Provides Extra Eyes to Spot Red Flags The artificial intelligence application Saifr uses natural language processing to help portfolio managers, sales, and other staff review public-facing communication. Dan Sondhelm opined on how asset managers are using AI for this Chief Investment Officer article.

This Halloween, as we tread through the moonlit paths of the Cemetery for Money Managers, Not Marketers, let's remember the importance of storytelling.

Boutique asset managers - your expertise is unparalleled. But without effective marketing, your stories might remain untold. Light up your path with a strategy that brings your story to life. Happy Halloween!

Even if only a few clients have voiced concerns about the conflict and its impact on their portfolios, many more are likely worrying in silence. Offering your commentary eases these hidden worries and cements your role as a trusted guide through volatile market conditions.

The Unique Voice of Boutique Asset Managers During the Israeli-Hamas Conflict Explore how boutique asset managers can offer unique investment perspectives during the Israeli-Hamas conflict. Learn key communication strategies for engaging clients during volatile times.It's a moment fraught with tension; global eyes are on the Middle East, markets are in flux, and your clients....

We have been shortlisted in three prestigious categories at Institutional Asset Manager Awards. We are a top contender for Best PR & Communications Firm, Best Third-Party Marketing Firm, and Best Placement Agent. Please support us by voting. Good luck to all the nominated firms!

Sondhelm Partners Shortlisted for Three Categories at Chandler Publishing’s Institutional Asset Manager 2023 Awards Exciting news! Sondhelm Partners is shortlisted in three brand building and capital raising categories at Chandler Publishing's 2023 Institutional Asset Manager Awards. Your vote can make a difference. Cast it now!

Exciting news! We appreciate your vote. It will only take a minute. https://buff.ly/3ZNZSHy

Sondhelm Partners Shortlisted for Three Categories at Chandler Publishing’s Institutional Asset Manager 2023 Awards Exciting news! Sondhelm Partners is shortlisted in three brand building and capital raising categories at Chandler Publishing's 2023 Institutional Asset Manager Awards. Your vote can make a difference. Cast it now!

We all face choices in business. One is to invest in marketing for growth. This meme perfectly encapsulates the dilemma many boutique asset management firms grapple with.

👉 Do you want to grow your assets under management?
👉 Are you hesitant to invest in strategic marketing?

The truth is, you can't have one without the other. Marketing isn't an expense; it's an investment in your firm's future that creates your brand, starts conversations, and supports existing investors.

We're proud to be shortlisted in the Institutional Asset Manager 2023 Awards in the following categories: Best PR and Communications Firm, Best Third-Party Marketing Firm, and Best Placement Agent Firm. Please vote for us in survey questions 4, 5, and 6, and your other favorite service providers in 32 categories. Good luck to all shortlisted. https://buff.ly/3RE7F8N?

Did you miss the live GAMMA - Global Asset Management Marketing Association webinar on shaping the industry? Don’t worry; the full replay is now available for viewing. The session features insights from Daniel Satchkov of RiXtrema and is moderated by Dan Sondhelm. The webinar dissects the latest advancements in AI technology, its role in asset management, and how it’s revolutionizing strategies for growth. It’s a must-watch for asset managers looking to stay ahead.

Replay Now Available for GAMMA Webinar on AI Trends for Asset Managers Did you miss the live GAMMA webinar on AI trends shaping the asset management industry? Don’t worry; the full replay is now available for viewing. The session features insights from Daniel Satchkov of RiXtrema and is moderated by Dan Sondhelm. The webinar dissects the latest advancements in AI tec...