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May
SunStar Spotlight: Melissa Murphy
At SunStar Strategic, our people are as successful in their personal lives as they are at work. Meet one of our team members, Melissa Murphy.
May
Sustainable Finance: Gender-Lens Investing
In the most recent episode of our podcast series, Sustainable Finance with Paul Ellis, SunStar Strategic’s Ben Gerow, interviewed Marguerita Cheng, CEO of Blue Ocean Global Wealth.
May
4 Must-Haves For Your Mutual Fund’s PR/Marketing Plan
When approaching your PR and Marketing Plan it’s important to consider the various components.
May
Asset Flows Increase Heading Into The Second Quarter
Morningstar, Inc. recently published their report about U.S. asset flows for March 2018.
May
SPIN Your Sales Into Successes
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.
May
Can A National PR Strategy Help Local Wealth Managers?
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.
May
Socially Responsible Investing: A Voice For Change
Kathryn Morrison is the founder, CEO and president of SunStar Strategic, and is a proud member of The Forum for Sustainable and Responsible Investment (US SIF), “the leading voice advancing sustainable, responsible and impact investing across all asset classes.”
Apr
Wealth Managers: Should You Talk to the Media?
This situation is probably all too familiar to you. You’ve been cranking away at client emails for hours, hoping to get to all of them before your meeting that starts soon.
Apr
Communicating Your Story: Stand Out From The Crowd
How can you stand out from the crowd and still be yourself?
Apr
Public Relations For ETFS – A Customized Approach
When it comes to marketing your ETF – a one-size fits all approach isn’t likely going to bring much success.
