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The Resilient Advisor

This a podcast for Financial Advisors. It is dedicated to helping financial advisors build resilience in their business and personal life. Jay Coulter interviews industry leaders to find the best practices of today's top performers. Topics cover every aspect of the financial services industry so that listeners can stay on top of this rapidly changing industry. More information can be found at www.resilientadvisor.com.
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Now displaying: October, 2017
Oct 23, 2017
On this episode I interview Dan Sondelm, CEO of Sondhelm Partners. He as 20 years of experience building brands in the financial services industry.
 
How do you establish yourself as a 'Thought Leader?'
1. Define your message and be a part of the conversation
2. Produce Content: Blog, Podcast, YouTube
3. Repurpose Content (Social Media)

 

Idea: Have you googled yourself? It's important!

 

Why social media is important for financial advisors.

1. Your competition is there.

2. Your clients are there.

3. Serious prospects are there.

 

Idea: Think of 'social media' as just an extension of digital media.

 

The Donald Trump lesson: What happened to Dan after Donald Trump retweeted his tweet!

 

     Article: What Financial Advisors Can Learn From Donald Trump

 

     Dan's blog post on his viral article: Link

 

 

Idea: Follow influencers across all social media platforms.

 

Idea: Leverage technology

    Buffer

    Hootsuite

 

What does it look like when an advisor hires a public relations firm? 

 

 

Connect With Dan

 

 

Website: www.sondhelmpartners.com
Twitter: @DanSondhelm
LinkedIn: @DanSondhelm
Facebook: @sondhelmparters
Email: dan@sondhelmpartners.com
 
 
 
About Dan (From his website)

 

Dan Sondhelm is the CEO of Sondhelm Partners, a firm designed to help financial companies attract investors, strengthen distribution and build brands.

Dan is a nationally recognized financial communications expert. For more than 20 years, Dan has helped financial clients grow by providing guidance and perspective. Dan frequently contributes to the financial news media and presents or moderates at industry conferences and webinars.

Dan was also nominated by MutualFundWire in 2009 as one of the Most Influential People in Fund Distribution for his guidance and perspective in helping companies grow. Dan frequently contributes to the financial news media and presents or moderates at industry conferences and webinars.

Prior to establishing Sondhelm Partners, Dan was a senior partner and senior vice president at SunStar Strategic for more than 20 years. In this role, he was instrumental in helping boutique and larger firms develop strong distribution and marketing programs. Dan earned an MBA from the Kogod College of Business Administration at American University in Washington, DC. He lives in Alexandria, VA with his wife Jenna, twin children Madeleine and Gabriel, and cat Remy.

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