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Monday, 11 June 2018 10:17

We Asked-Advisors Answered

Is your marketing plan not delivering the results you’d hoped for? Are you tired of sending emails and materials into what seems to be a black hole? 

On Friday, June 1, 2018, Kathryn Morrison, Melissa Murphy and Jake Oxley, of SunStar Strategic hosted a lively roundtable discussion, alongside Bob Goellner at this year’s annual US SIF Conference. The topic, Introducing SRI to Prospective Advisory Clients, garnered an enthusiastic response.  

In 2017, Bob Goellner and his partner Max Mintz of Common Interests Financial converted their practice to 100% Socially Responsible Investments (SRI). 

Friday, 25 May 2018 08:19

Financial Advisors And Social Media

There is no denying it – social media is here to stay. Many advisors thought it might be a passing fad but the giant platforms like Facebook, LinkedIn, and Twitter don’t seem to be going anywhere.

In the most recent episode of our podcast series, Sustainable Finance with Paul Ellis, SunStar Strategic’s Ben Gerow, interviewed Marguerita Cheng, CEO of Blue Ocean Global Wealth.

Morningstar, Inc. recently published their report about U.S. asset flows for March 2018.

This situation is probably all too familiar to you. You’ve been cranking away at client emails for hours, hoping to get to all of them before your meeting that starts soon. 

When it comes to marketing your ETF – a one-size fits all approach isn’t likely going to bring much success.

Many asset managers are reluctant to begin a social media program. We live in a digital society and while it may seem daunting, you may want to consider jumping in.

Your firm might be the best around, but if no one has ever heard of you does it really matter?

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