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Sondhelm Partners We help asset managers and wealth managers grow.

Video marketing is increasingly popular in the financial services sector. Many people prefer it to the written word, esp...
10/15/2026

Video marketing is increasingly popular in the financial services sector. Many people prefer it to the written word, especially younger ones who grew up with the medium, older people with limited sight, those trying to understand complex concepts, and anyone on a small screen.

Just a few years ago, a professional wealth or asset manager video would have cost thousands of dollars to produce. Today, they can cost far less, especially if you film with a smartphone, use enhanced lighting and recording equipment, and a basic video-editing app. Leveraging artificial intelligence, can help, as well.

Once you decide to integrate video into your marketing mix, you must determine how best to use it. Here are 14 popular and effective ways.

https://hubs.li/Q04BgTqC0

Your Fund Fact Sheet is Useless and How to Make it Great | Learn the common mistakes asset managers make when developing...
10/09/2026

Your Fund Fact Sheet is Useless and How to Make it Great | Learn the common mistakes asset managers make when developing and distributing fact sheets, and how you can build or rebuild yours into an effective sales tool. https://hubs.li/Q04zNjFk0

09/30/2026

Video marketing is financial services is a growing trend. This video explains how to get started. Learn more about videos for wealth and asset managers here: https://hubs.li/Q04yKmXG0

Check out ten tips to help wealth and asset managers launch and sustain a video marketing effort. https://hubs.li/Q04ylK...
09/25/2026

Check out ten tips to help wealth and asset managers launch and sustain a video marketing effort. https://hubs.li/Q04ylKnz0

Many asset managers assume that converting a mutual fund into an ETF will, on its own, bring assets in the door. That as...
09/15/2026

Many asset managers assume that converting a mutual fund into an ETF will, on its own, bring assets in the door. That assumption is a mistake. ETF conversions may have moved from a niche idea to a mainstream strategic option, but the wrapper change doesn't replace the sales, marketing, and distribution work every fund needs to grow.

Learn the problem managers face when they don’t have a sales, marketing, and distribution plan for their ETF conversion, what to do about it, and when conversions make sense.

https://hubs.li/Q04xvS4T0

Sondhelm Partners has been shortlisted for Best US Public Relations and Communications Firm at the 2026 ETF Express US E...
09/08/2026

Sondhelm Partners has been shortlisted for Best US Public Relations and Communications Firm at the 2026 ETF Express US ETF Awards.

The credit belongs to our team and clients, who build the media relationships, digital marketing, and investor conversations behind it.

Voting is open through Friday, September 18. Vote for us in Category 33 here:

https://hubs.li/Q04wYxWk0

Thank you for being part of this with us.

Sondhelm Partners has been shortlisted for two categories at the Private Equity Wire US Awards 2026, both centered on gr...
08/28/2026

Sondhelm Partners has been shortlisted for two categories at the Private Equity Wire US Awards 2026, both centered on growing AUM: PR & Communications Agency of the Year and Capital Introductions Service of the Year.

Winners are decided by an industry vote. The PR nomination highlights the media relations, content, and digital marketing work that earns attention, starts conversations with investors, and builds the brand behind it. For capital introductions, it's the placement work matching managers with the right investors.

Voting runs through September 16. If you'd like to support us in either category, cast a vote here: https://hubs.li/Q04vKBs50. The ballot includes other categories, so vote for your favorite service providers while you're there.

Thank you to the clients and team who made this possible.

What to Say to Talk Clients and Prospects Off the AI Planning Cliff | Learn what financial professionals can communicate...
08/27/2026

What to Say to Talk Clients and Prospects Off the AI Planning Cliff | Learn what financial professionals can communicate to clients and prospects who are considering using AI to manage their finances. https://hubs.li/Q04vtQd40

08/13/2026

SEO is Changing at a Rapid Pace | Our video explains how ETF managers can keep up so they can attract new clients online and bring in more assets. Watch it now.

Want to learn more about SEO for ETF managers? Check out our related article. (https://hubs.li/Q04sZ95Y0)

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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