Marketing success eluding you? SunStar Strategic's Marilyn Dale recently contributed to a webinar with Foreside Distributors. During the webinar they discussed actionable ideas to help marketers overcome current challenges. This is the second installment of our report, Taking Action for Marketing Success.
Alexandria, Virginia – July 2, 2018: SunStar Strategic, a leading financial public relations and marketing firm, announced the launch of a new website for Plumb Funds, plumbfunds.com.
The Division Of Investment Management, the branch of the U.S. Securities and Exchange Commission (SEC) responsible for overseeing the investment management industry, has been involved in a long-term project to improve report delivery for investors.
SunStar Strategic congratulates our client, Jeanie Wyatt, CEO & Chief Investment Officer of South Texas Money Management, on being named to Barron’s Top 100 Women Financial Advisors.
Alexandria, Virginia – March 20, 2018: SunStar Strategic, a leading financial public relations and marketing firm, announced a new client, Wisconsin Capital Management, advisor to the Plumb Funds.
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).