In 2017, Bob Goellner and his partner Max Mintz of Common Interests Financial converted their practice to 100% Socially Responsible Investments (SRI). 

There is no denying it – social media is here to stay. Many advisors thought it might be a passing fad but the giant platforms like Facebook, LinkedIn, and Twitter don’t seem to be going anywhere.

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.

In the most recent episode of our podcast series, Sustainable Finance with Paul Ellis, we interviewed Marguerita Cheng, CEO of Blue Ocean Global Wealth.

When approaching your PR and Marketing Plan it’s important to consider the various components. 

Morningstar, Inc. recently published their report about U.S. asset flows for March 2018.

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.

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. 

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.”

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. 

How can you stand out from the crowd and still be yourself? 

As a leader, what you do AND say are equally important. Communicate to your team that you are a true leader with both your words and your actions.