The pandemic resulted in a shift online-for practically everything. Millions shifted to work from home and many companies offering in-person products and services shifted to online models.

Everyone loves their sales team-when they close the deal. The job of the salesperson is to get out there, call on, meet with advisors and make the sale. But, are they feeling the love from the home office? Are you giving them the support they need?

Marketing - with a solid marketing plan - is crucial for any business. Getting started can be daunting and it might be tough to figure out where to start.

There never seem to be enough hours in a day. There is much to be done with little time to do it. Enter life hacks - tips and strategies to help manage time or complete tasks more efficiently. We've got a GREAT life hack that leads to more content creation with less effort!  

During 2020, what some call “the year we stayed home,” social media use grew considerably.

More and more individuals and companies are turning to social media to communicate with their target audience. In fact, if you’re not using social media, you might get left in the dust!

Earlier this week the Securities and Exchange Commission (SEC) announced a new advertising rule for investment advisors.

Blensley Point-du-Jour, Vice President, Marketing Services at Discovery Data, shared his insights and discussed best practices on how to effectively reach advisors in these virtual times at SunStar’s recent conference, Strategies to Engage Advisors & Attract Assets.

Your firm is a dime a dozen. You’re just like everybody else and they all do what you do. No? Think you’re different?

The short answer is “yes.” SunStar’s Hibre Teklemariam discussed the critical role that websites play for mutual fund firms in her presentation, Creating Content-Rich Websites, at SunStar’s Virtual Conference, Strategies to Engage Advisors & Attract Assets.