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Does A Proactive Public Relations Campaign Make Sense For Financial Advisors? An Interview With Dan

On this episode I interview Dan Sondhelm, CEO of Sondhelm Partners. He has 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?

Dan's blog post on his viral article: Link

Idea: Follow influencers across all social media platforms.

Idea: Leverage technology

We also discuss what it looks like when an advisor hires a public relations firm.

Connect With Dan

LinkedIn: @DanSondhelm

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.


Tags: Jay Coulter, The Resilient Advisor, The Resilient Advisor Podcast, Financial Advisor Coach, Financial Advisor Coaching, Digital Sales, Digital Marketing


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