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23
Nov

How Do You Rank Your Thanksgiving Feast?

When it comes to traditional Thanksgiving fare there’s something for everyone right?

 

22
Nov

Wondering About Place-Based Investing?

Making Your Money Matter

Place-Based Investing Explained by Community Capital Management

It is common for foundations, religious organizations and high net-worth investors to seek to fulfill a mission through impact investments. 

28
Nov

Add Conferences to Your Marketing Plan in 2017

Industry conferences present fund companies an efficient channel to market their products to their target audiences. Often these conferences attract hundreds of advisors, brokers, institutions and/or retail investors, many of which are looking for good investment ideas.

17
Nov

“We Do What They Do” Is Not the Right Marketing Message to Help Your Firm Stand Out

During a marketing bootcamp a few years ago, SunStar had the opportunity to work with a group of veteran Schwab advisors as part of a marketing bootcamp. These men and women were the best of the best. 

14
Dec

Good PR Doesn't Just Happen

There is never a bad time to design and commit to a PR plan. Good intentions quickly fade as day-to-day responsibilities consume our time.

16
Nov

Media Training - Never Hurts to Have a Refresher

I participated in media training - why do I need it again? 

Oh no! You are a fund manager and you’ve just been informed during the height of earnings season that your firm is having a refresher media training program.

15
Nov

Improving Your Nests One Nest at a Time

Fall is upon us and winter is approaching! Most of us are guilty of neglecting to change the thermostat when we leave the house.

14
Nov
09
Nov

We Voted! And the Winners for the Best Tips for More Engaging Videos Are....

Many fund managers are turning to videos to give their newsletters a little something extra, but video isn’t easy. In fact, it brings with it almost as many questions as it does solutions: How can your firm produce engaging videos?

10
Nov

How Do You Measure the Success of a PR Program?

Once you've committed your time and dollars to a PR program, you will naturally want to be sure you're getting your money's worth. But too often, clients only consider public relations efforts successful when it translates into sales or an uptick in phone calls.

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