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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.

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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?

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This election season has had more than its fair share of ups and downs. Despite all the turmoil the lessons have been plentiful.

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CUBS WIN! CUBS WIN! CUBS WIN!
If you’re not from Chicago you might not appreciate the enormity of the 2016 World Series outcome. But, even a non-native can surely understand that a win after 108 years is quite a feat!

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Emails have become an everyday occurence in our electronic society--don’t get lost in the inbox! Use these simple tips to stand out from the rest.

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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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Are your marketing messages getting to the people you intend them for? Or are you just tossing out "messages in bottles" and hoping for the best?

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Just because something goes viral doesn’t mean it’s a sure thing.
We seem to be learning one thing after another this political season. The newest lesson is brought to us courtesy of Ken Bone, America’s 36-hour sweetheart.

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When considering ways to increase your firm’s visibility, there are two primary routes to take: public relations or marketing. The two have long worked beside each other but with distinctly separate methods.

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The short answer is yes.
Digital marketing, which includes social media, has been a serious strategy for client engagement in the mutual fund industry for several years now.

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A thriving Twitter presence is an essential component of any comprehensive marketing program. For anyone who manages a professional Twitter account, automation services have likely become your holy grail. Without them, it would be nearly impossible to escape the glow of your computer screen.

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Breaking through the Clutter
Whether you're talking to investors, financial professionals or reporters, your key message needs to break through the clutter and differentiate you. With over 12,000 mutual funds and thousands of managers, your target investors and intermediaries want to know quickly and succinctly how your firm will provide them tangible results.