OUR GOAL EXPAND YOUR GROWTH & REPUTATION
WE DELIVER STRATEGY, EXECUTION AND ACCOUNTABILITY
It takes an intelligent, comprehensive and consistent approach to make your sales and marketing efforts successful.
Our first priority is to get to know you, your fIrm, its products, people, target markets and growth goals. As a valued partner, we’ll make recommendations, then work alongside you to execute programs to help you grow.
View our free resource: Creating the Perfect PR Plan.
LET’S TALK
WE BELIEVE IN YOU
We take immense pride in the SunStar Strategic family, which includes both our clients and our team. We believe in our client's missions. We work with asset managers, banks, mutual funds, RIAs and wealth management firms we feel will benefit most from our services through healthy, professional relationships.
SunStar was founded in 1991 by Kathryn Morrison, who retired in 2023 and now serves as Executive Advisor to the firm. The firm is a wholly-owned subsidiary of Summit Global Investments, LLC.
OUR PROCESS
Onboarding
- Assign a SunStar Strategic partner and Associate Account Executive to you
- Conduct a competitive analysis and materials review
- Help select your spokespeople
- Provide recommendations for ongoing PR and marketing initiatives
Message Development / Media Training Workshop
- Uncover key messages
- Provide skills training and interview techniques
- Conduct on-camera exercises
- Show you how you look “on-TV”
- Give feedback
Media Relations Program
- Conduct regular strategy calls to uncover your themes
- Schedule media tours in NYC at a pace that's right for your firm
- Present live remote and phone interview opportunities
- Obtain rights and compliance approvals to leverage earned media
- Distribute earned and owned content to aggregators
Marketing / Content / Creative Design
- Assess your brand or develop new standards
- Design collateral
- Manage your social media presence
- Execute digital outreach programs
- Conduct web audit/development
- Support conference participation
- Develop/maintain quarterly materials
- Coordinate with compliance
