Kathryn Morrison, president and CEO of SunStar Strategic, authored an article featured on MF Wire. Kerri Fronczak, AVP Creative & Digital, co-authored.
Growing your practice is tough – particularly for small firms. It’s unlikely there is an unlimited marketing budget, and very often the key players are wearing multiple hats.
Achieving ubiquity for an asset manager would be akin to grabbing the brass ring on an old carousel. It’s the pinnacle they strive for – it would mean all investable assets were flowing their way because they were top of mind.
Fund companies are constantly looking for new ways to stand out and attract the attention of advisors.