SunStar Strategic: Top PR agency for financial services

We help you grow through
Strategic Public Relations & Inspired Marketing

MEDIA TRAINING

In our Message Development & Media Training Workshop, we'll craft a compelling story and help you tell it clearly and consistently.

STRATEGIC PUBLIC RELATIONS

Your custom public relations plan supports your firm’s growth goals by highlighting your expertise and reaching the right audiences.

INSPIRED MARKETING

Marketing today is content rich. We write, design, produce and place across print and digital platforms as an integral part of your public relations efforts.

video of sunstar pr and marketing services overview

COMPREHENSIVE, INTEGRATED PR AND MARKETING

Are you relevant? Credible? Visible? You need a compelling story and ongoing content to be heard. Our public relations expertise in financial services positions you for growth. You’ll:

Earn a reputation as a thought leader in financial services
Get the visibility you deserve in top-tier financial and national media
Execute integrated content and outreach programs

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Why Choose Us

FINANCIAL SERVICES EXPERTISE

We specialize in promoting mutual funds, ETFs, wealth managers, and banking products through public relations campaigns and marketing.

TRACK RECORD OF SUCCESS

Our average client enjoys 100+ interviews/year in top-tier financial publications, online outlets and TV. We know the financial industry and the reporters who cover it.

DEDICATED TO YOUR FIRM’S GROWTH

40% of our clients grew AUM 800% in their first three years. By leveraging your press coverage, your PR program helps "get your foot in the door" with advisors nationwide.

WEBSITES: TELL YOUR STORY

Your website is a window into your process, performance and personality.

Don't settle for an online version of your company brochure or prospectus.
SunStar's web award-winning team will

Understand who you are and what your audience needs
Write compelling content that tells your story
Design and program a comprehensive, responsive site
Handle all the details, including compliance
Provide secure ongoing hosting

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LATEST INSIGHTS

24
Jun

The Foundation Of A Strategic Marketing Plan Starts With These 3 Steps

Marketing

Marketing is a hurdle that all businesses face. The question is, how…

22
Jun

Successful Media Interviews-Magic or Just Good Training?

Public Relations

Got a print interview or TV segment coming up? We can help…

18
Jun

Don't Miss SunStar's Mutual Fund & ETF Conference: Catch the Wave and Build Your Business

Mutual Funds

Learn about the Surge in ETFs, Real Marketing that Works, Media Opportunities…

16
Jun

Growing a Mutual Fund is a Lot like Building a Sandcastle

Mutual Funds

Summer is almost upon us, which means more outdoor activities like going…

What People Say About Us

"Our first year working with Sunstar has exceeded our firm's expectations and some! Spending our precious marketing dollars on PR and getting a great ROI on those dollars spent was the biggest question we had before establishing a relationship with Sunstar. Within 6 months or three media tours into our partnership, our ROI had already far exceeded our conservative expectations.

Using PR through Sunstar has helped us broadcast our brand and message to the entire country and to reach a demographic that we couldn't have reached without Sunstar's expertise."

We hired SunStar to help redesign and rebuild our public website. We are thrilled with the finished product and are proud to showcase our new website to clients and prospects.

The team at SunStar was extremely professional, thorough and creative throughout the process. In addition, their expertise and focus in the mutual fund industry was instrumental in helping to shape the structure and design of the site.

If you're looking for an agency to help take your website to the next level, we highly recommend SunStar.

“Sunstar has exceeded our expectations in creating top notch media opportunities with quality outlets. They are quick to respond and make you feel as though you’re their only client. Their expertise and coaching has made PR not seem like such a daunting task. Best of all, their hard working team is an absolute pleasure to work with.”

"SunStar is far exceeding our expectations. Despite a global pandemic, in the four months we have been working with SunStar, our fund assets are up 106%*!

We’re in the news continually; Bob Tebeleff and Jake Oxley’s coaching before each interview helps finesse our talking points. And, SunStar is doing a heck of a job faithfully executing our outreach plan to advisors.”

*4/1/2020 to 8/6/2020

When we decided to develop a business plan to grow the Plumb Funds, we wanted to find a strategic partner that would understand the limitations we had, develop a plan to overcome them and build on our competitive strengths. SunStar Strategic was the right partner for us.

We had some no-nonsense media training, looked at our web site and the image we were projecting, developed interesting points to help media want to talk to us and to build our exposure.

SunStar has been extremely helpful in getting our company high-quality media exposure. Even more importantly, they graciously showed us the ropes every step of the way. Hibre is wonderful to work with and has demystified the PR process for us. Much gratitude from our marketing team!

As we grew, we found we needed a turnkey approach to managing our website and the media we were generating. SunStar again was able to fulfill that niche.

Many things have to work together, but we have almost tripled the size of the Funds in the first eighteen months of working together and are actively building and implementing the next stage of our plan.

SunStar has allowed us to garner broad and consistent coverage from virtually every major financial media outlet, which has resulted in the Hennessy name being in the media on average once every two to three days.

Because of the industry experience and focus of SunStar's people in the asset management industry, they get the subtleties and nuances of marketing to this very fickle and fast-paced industry in a way that others do not.

I believe we had a winning investment strategy but knew little about telling the story. You showed us how to tell the story and who to tell it to. If a tree falls in the forest and nobody hears it, did it really fall?

Because of one of our interviews, we were introduced to a $100 million plus client.

The SunStar team is smart and sophisticated, and also fun to work with, and they always get the job done. We couldn't recommend this accomplished team more highly.

SunStar Strategic has been our public relations partner for well over a decade... this fantastic team has consistently exceeded our expectations in offering personalized attention and savvy business strategy.

After 21 years in the investment business at a major wirehouse, we felt prepared to know a little about investing and dealing with the public, but we really knew little if anything about marketing a mutual fund.

We hired SunStar Strategic to do our PR before the fund even launched to train us to deal with the media. After launch we were assigned a great rep, who was able to secure wonderful interviews with major publications.

During one of the toughest three years in the market, with SunStar's assistance, we were pleased to see our assets under management go from $30 million to over $200 million.

SunStar has successfully utilized their financial industry expertise and extensive network of reporters to position our team of portfolio managers as sought-after asset management spokespeople.