In 2017, Bob Goellner and his partner Max Mintz of Common Interests Financial converted their practice to 100% Socially Responsible Investments (SRI).
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.
Traditional selling techniques worked for many years with small sales, defined as something that can normally be completed in a single call and typically involves a small dollar amount.
Can National Press Outreach Help Local Wealth Managers?
Many wealth managers question the benefit of reaching out to the national press to promote their firm.
As a leader, what you do AND say are equally important. Communicate to your team that you are a true leader with both your words and your actions.
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.
SunStar Strategic recently announced a relationship with a new client, Wisconsin Capital Management, advisor to the Plumb Funds.
Hosting a press event in New York City or other major media market can be a powerful and efficient way to showcase your brand, expertise, timely views on topics of interest and your product offering.