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SunStar's Kathryn Morrison released the exciting results of the joint research project with Discovery Database at today's Tiburon CEO Summit XXV in San Francisco, CA.

 

Alexandria, Virginia – October 8, 2018: SunStar Strategic released the results of its joint financial advisor research project with Discovery Data today at the Tiburon CEO Summit XXV in San Francisco, CA.

Tuesday, 27 June 2017 07:55

What's the Big Deal About Millennials?

It seems like everywhere you look people are talking about millennials. If you turn on the TV, read a newspaper, magazine or online publication you'll see and hear people talking about millennials.

Clean shares are bring quite a change to investment landscape.

PR Newswire may be your trusty go-to tool for uploading your press releases. However, you may not know they offer many other services that can bolster your distribution efforts.

A key to growing your fund is knowing your advisors. Most fund companies, unless they made a concerted effort and invested a fair amount of money, don’t really know who the advisors are that are recommending their funds. 

Monday, 17 April 2017 06:00

Could your Wholesaler be More Efficient?

A wholesaler just left a voicemail that said, "I am following up from an email that I sent you last week regarding our interest rate outlook. I wanted to get your thoughts on our products and investment process."

As a society, we’ve come to rely more and more on digital resources versus paper or even in person resources. Does that carryover to communication methods as well?

Some spokespeople think a wire service interview is a waste of time. They've got their eye set on the big guns -- Wall Street Journal, Barron's, New York Times, etc. -- and won't settle for less.

Earning consistent recognition through media coverage is more than a feather in your cap; it can be the silver bullet in your marketing efforts.  Working with the media, unlike other sales activities, attracts investors directly and provides a third-party endorsement that can be reused over time to add credibility. 

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