Sondhelm Partners

Sondhelm Partners We help asset managers and wealth managers grow.

Many investment managers are baffled by what asset allocators want. If you want to raise and retain institutional capita...
05/14/2026

Many investment managers are baffled by what asset allocators want. If you want to raise and retain institutional capital, you succeed when allocators, the gatekeepers of institutional capital, understand your story, trust your process, and see that you match their mandate. Find out how allocators think, what they ask, and how to position your firm as a winner. https://hubs.li/Q04gxN8Y0

Is your public relations paying off? That’s what the people who pay the bills want to know. But PR has a reputation for ...
05/07/2026

Is your public relations paying off? That’s what the people who pay the bills want to know. But PR has a reputation for being difficult to measure. Learn how asset and wealth managers can measure PR's impact. https://hubs.ly/Q04fLGxY0

Find out why JUST and COST and SIGN and SAFE are REALLY four letter words and why asset and wealth managers should never...
05/01/2026

Find out why JUST and COST and SIGN and SAFE are REALLY four letter words and why asset and wealth managers should never use them. https://hubs.li/Q04f85DT0

Since the advent of online marketing, measuring and analyzing metrics has become essential for financial services busine...
04/22/2026

Since the advent of online marketing, measuring and analyzing metrics has become essential for financial services businesses seeking to attract new investors.

Tracking metrics like click-through rates, cost-per-click, impressions, and conversions have been central components of achieving marketing success. They’ve provided financial service firms with the insights needed to decide when, where, and how to promote their content, solutions, and services to prospective clients.

The issue: the days of tracking those metrics could be ending. The increased use of artificial intelligence (AI) in marketing — from developing creative to making ad-buying decisions to getting found online — will change everything, including how we track success. Because AI does not do or process things as humans do, many of the methods and metrics used by marketers to predict behavior and judge intent are likely to become much less critical.

If traditional metrics are less meaningful, what should wealth and asset managers track to guide their marketing decisions and determine success? Learn what to consider now and in the future.

P.S.: What NEW metrics are you tracking NOW? Answer in the comments.

https://hubs.li/Q04d44w00

04/13/2026

Most senior leaders at boutique asset management firms don’t know there’s a problem. Why would they? Assets are up. Clients are loyal. The phone rings. From where they sit, the business is working.

But one floor down, or across the hall, or just across the conference room table, a different conversation is happening. The next generation of portfolio managers and business leaders at these firms are frustrated. Some are quietly looking. Others have already left. And the firms that lose them rarely understand why until it’s too late.

This isn’t a new problem. But it’s getting worse. Read on to learn more. https://hubs.li/Q04bBxS60

Novel marketing techniques are emerging all the time. It’s easy for financial firms to fall behind. Learn the latest mar...
04/01/2026

Novel marketing techniques are emerging all the time. It’s easy for financial firms to fall behind. Learn the latest marketing tactics and trends you need to know about now and how asset and wealth managers can use them to attract new investors. https://hubs.li/Q0499lCd0

Are you thinking of launching a new ETF, but the major distribution platforms keep you down? Learn how platform requirem...
03/26/2026

Are you thinking of launching a new ETF, but the major distribution platforms keep you down? Learn how platform requirements work and what practical steps you can take to earn your place on the shelf. https://hubs.li/Q048prxB0

Sondhelm​ ​Partners​ ​has​ ​been​ ​shortlisted​ ​for​ ​three​ ​categories​ ​at​ ​the​ ​Hedgeweek​ ​EU​ ​Awards​ ​2026. F...
03/12/2026

Sondhelm​ ​Partners​ ​has​ ​been​ ​shortlisted​ ​for​ ​three​ ​categories​ ​at​ ​the​ ​Hedgeweek​ ​EU​ ​Awards​ ​2026. Find out more and vote for us. https://hubs.li/Q046C3rW0

Is Cold Calling for Wealth Managers Dead? Find Out How to Bring Your Efforts Back to Life https://hubs.ly/Q046Bfyx0
03/12/2026

Is Cold Calling for Wealth Managers Dead? Find Out How to Bring Your Efforts Back to Life https://hubs.ly/Q046Bfyx0

Address

950 North Washington Street
Alexandria, VA
22314

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm
Sunday 9am - 5pm

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7037521510700

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