When the pandemic took hold, and many states went on lockdown almost everything went from in-person to virtual – including interviews!
Strategic marketing plans are typically reviewed and finalized in the fourth quarter for the coming year. 2020 plans were mapped out as 2019 came to an end. The year started “normally” but in March came to a screeching halt.
Melissa shared how she and the SunStar team were able to quickly pivot and shift client interviews virtually. Client coaching for interviews now included pre-interview technology testing.
Don’t stick your head in the sand
With the market vacillating wildly, many might think it best to lay low. Melissa said the exact opposite is true. In times of turmoil, she said, it’s important to stay in front of your audience. In troubling times investors need to hear from you. Is your strategy out of favor? Don’t hide from investors, let them know why you’re still relevant.
You can hear see Melissa’s full presentation or read the transcript here.
Executive Vice President & Partner
Melissa’s clients know that her top priority is the strategy needed to grow their business. To achieve this mission, she designs and implements customized marketing and communications strategies for companies of all sizes at various stages of growth to help attract investors via diverse distribution channels. Melissa has been helping financial services companies grow since 2001 when she joined SunStar Strategic.
Melissa is a contributor to SunStar's blog with over 4,500 subscribers featuring resources to help financial marketers learn and share ideas about marketing and distribution.
Formerly, Melissa worked as a leadership training program participant and registered representative with Strong Investments (now Wells Fargo Advantage Funds), where she earned her Series 6, 7 and 63 licenses. Melissa received her BSBA, magna cum laude, in marketing, with minors in advertising and communications studies from the University of Nebraska-Lincoln. She had dual concentrations of strategy and marketing in her MBA program at the Robert H. Smith School of Business at the University of Maryland, College Park, MD. Melissa also completed coursework in economics at Oxford University, England.