Dan Sondhelm

CEO, @SondhelmPrtnrs | Helping Asset Managers Attract Investors and Build Brands

[Sondhelm Partners @SondhelmPrtnrs]

Golf used to dominate industry conferences, but now conference goers are just as likely to pack their yoga mats as their golf clubs. And some conferences have gotten even more creative with the activities planned for attendees. Dan Sondhelm commented.
https://t.co/lC8xfX8g2t

[Sondhelm Partners @SondhelmPrtnrs]

When markets crash, your clients need to hear your voice—not silence. Here's how to communicate clearly when it matters most, turning market chaos into your competitive advantage.
https://t.co/uSxLcFfGPC
#markets #volatility #communication

[Dan Sondhelm @DanSondhelm]

Like a rare gem covered in dust, a boutique firm’s true value isn’t always obvious. But with the right positioning and visibility, firms can gain the recognition they deserve and attract the right investors.

We help hidden gems get discovered. Lets talk!

[Sondhelm Partners @SondhelmPrtnrs]

When content marketing, digital marketing, and public relations work in harmony, they support each other to achieve more ambitious financial company promotional goals than any single approach. This article explains how the power of 3 brings it together.
https://t.co/hXY4NiEfGW

[Dan Sondhelm @DanSondhelm]

Like #MacMcClung dunking over cars, boutique managers have the skills. They just need their stage. When that spotlight comes, they better be ready to fly.
#AssetManagement #InvestmentMarketing

[Dan Sondhelm @DanSondhelm]

We’re going through a brand development project right now. They are considering mythology, trees, and the founder's last name. Behind that, we’re adding some creative names. Thanks Palash Ghosh for Pensions & Investments for including my thoughts.

[Sondhelm Partners @SondhelmPrtnrs]

Check out a recent article in Pensions & Investments that explains why so many asset managers turn to mythology for their brand names. In it, Dan Sondhelm, founder and CEO of Sondhelm Partners, shares some insights.
https://t.co/wkLIh6MDcQ
#crypto #branding

[Dan Sondhelm @DanSondhelm]

Great to see F/m's expansion in the ETF space - they're rolling out 12 new strategies spanning high yield, MBS, T-Bills, and their first equity offering. Thanks to Sasha Chen at With Intelligence for quoting my thoughts. https://t.co/1mZ1CM0h38

[Dan Sondhelm @DanSondhelm]

The time is right for crypto managers to start thinking about proactively finding investors. Our latest article talks about the challenge and what to do instead.

[Sondhelm Partners @SondhelmPrtnrs]

Cryptocurrency’s biggest challenge is achieving mainstream acceptance among asset managers, wealth managers, and individual investors. Learn about the hurdles crypto investment companies face in becoming mainstream and how to overcome them.
https://t.co/cz5XQFeVyz
#crypto

[Dan Sondhelm @DanSondhelm]

The crypto industry and the marketing used to promote firms in it are constantly evolving. This guide reveals top marketing strategies for crypto investment firms in 2025, why they work, and how to leverage them. Check it out.

[Sondhelm Partners @SondhelmPrtnrs]

Investing in crypto is unlike any other form of investment, and the marketing tactics that are effective for firms in the sector are also unique. This guide reveals top marketing strategies for crypto investment firms in 2025 and how to leverage them.
https://t.co/dBGexULVUb

[Dan Sondhelm @DanSondhelm]

It's hard being a wholesaler. How do you keep your firm top of mind with advisors when they don't give you the time?

[Sondhelm Partners @SondhelmPrtnrs]

Wholesalers average just four meetings yearly with each focus advisor. With 325 advisors to cover, that's brutal math. Learn how digital engagement amplifies sales impact without competing with your team.
https://t.co/oKLNbUjKfJ
@fusenetworkresearch #wealthmamager #assetmanager

[Dan Sondhelm @DanSondhelm]

I'm proud of our team.

[Sondhelm Partners @SondhelmPrtnrs]

Sondhelm Partners Wins Best Asset Management Third Party Marketing Company 2024 Award. Wealth & Finance International presents the Private Equity and Venture Capital Awards, recognizing industry leaders and innovators.
https://t.co/hx0CSz8yFj

[Dan Sondhelm @DanSondhelm]

Great clients and team. Look forward to the event.

[Sondhelm Partners @SondhelmPrtnrs]

Sondhelm Partners has been shortlisted for Best Communications and PR Firm at the 2025 Fund Intelligence Operations & Services Awards. It highlights our track record in helping clients build strong brands and raise capital in a competitive marketplace.
https://t.co/rUqc4Bm4Sh

[Sondhelm Partners @SondhelmPrtnrs]

Sondhelm Partners has been shortlisted for Best Communications and PR Firm at the 2025 Fund Intelligence Operations & Services Awards. It highlights our track record in helping clients build strong brands and raise capital in a competitive marketplace.
https://t.co/rUqc4Bm4Sh

[Dan Sondhelm @DanSondhelm]

Asset managers are under pressure, and it has ramifications for boutiques. I discussed with Loren Fox, Director of Research at FUSE Research Network, the strategic choices asset managers face and how firms can sustain profitable relationships. https://t.co/24czmNw2qH

[Dan Sondhelm @DanSondhelm]

Since it’s Halloween, let’s face a spooky truth in the fund world: growing a fund can be challenging, and without the right steps, some funds end up in the “graveyard.” Many funds start with potential, but there are obstacles to overcome for growth.

[Dan Sondhelm @DanSondhelm]

Thanks for our clients and team.

[Sondhelm Partners @SondhelmPrtnrs]

We’re excited to announce that we’ve been named Placement Agent of the Year and shortlisted for Best PR and Communications Agency at the Private Equity Wire US Awards 2024! Thank you to everyone who supported us.
https://t.co/a5UV2IFz5v

#privateequity #PEWireAwards2024

[Dan Sondhelm @DanSondhelm]

Wishing a sweet, joyous New Year to all. 🍎🍯

[Dan Sondhelm @DanSondhelm]

We're thrilled to be in the running for this award. Thank you to our team and clients for your support. Please vote for your favorite funds and service providers. https://t.co/iHTTO2Gd6q

[Dan Sondhelm @DanSondhelm]

Are you ready to go back to the office? Some asset managers are expanding and improving their office space for exactly that. Alyson Velati included Dan Sondhelm's thoughts for her Ignites article. https://t.co/zH1mJHvzDs

[Dan Sondhelm @DanSondhelm]

On #LaborDay, we honor the workforce that drives our economy. Thank you to all workers for your dedication and contributions.