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As 2016 closes and 2017 gets off and running, it is an important time for fund managers to be communicating frequently with clients and prospects. The first quarter of 2017 has the potential to put a great deal of money in motion. In addition to the traditional fund sources and flows noted below, many investors may seek to seize new opportunities in sectors likely to benefit from the Trump administration.
With so much money changing hands, it’s important to ensure the financial advisor community knows your positioning, where you believe you can make money for their clients in 2017 and how your track record stacks up.
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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 messaging and media training workshop. These men and women were the best of the best.
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Fall is upon us and winter is approaching! Most of us are guilty of neglecting to change the thermostat when we leave the house.
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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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It’s well known that income inequality remains between genders. Much progress has been made and the gap is considerably smaller – but it still exists.
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We’ve learned a lot from this election season about public relations, branding, communication, what to do and not to do…. Perhaps the most valuable lesson of all comes to us a cautionary tale.
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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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Ever been in a board room debate about growing too fast? A fund company executive shared the heated discussion that took place at her firm's last executive meeting.
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The annual Schwab IMPACT Conference was held last week in San Diego. It’s a four-day gathering of RIAs and the firms providing investment products and services to this important investor category.
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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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These days, everyone’s looking to catch the media’s attention. Knowing the right ways to get in touch can make all the difference.
Want to put your company or your fund in the media spotlight? Here are our tips on how to best stay connected if you want to see your name in lights.
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When you hear the term capitalist what do you think of? Some envision the stereotypical evil villain sitting around counting piles of money.
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Market uncertainty and a bizarre presidential administration have made some financial advisors, and their clients, a bit anxious. Here are what some mutual fund companies are doing to help alleviate some of that anxiety.