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.
When it comes to marketing your ETF – a one-size fits all approach isn’t likely going to bring much success.
Many asset managers are reluctant to begin a social media program. We live in a digital society and while it may seem daunting, you may want to consider jumping in.
Your firm might be the best around, but if no one has ever heard of you does it really matter?
Daniel Pink has written several best-selling books on behavior, work, and motivation, including A Whole New Mind: Why Right-Brainers Will Rule the Future (2005); Drive: The Surprising Truth About What Motivates Us (2009); and his latest book released this year, When: The Scientific Secrets of Perfect Timing.
At SunStar Strategic, our people are as successful in their personal lives as they are at work. Meet one of our team members, Hibre Teklemariam.
Now that March Madness is behind us for another year, it’s a great time to learn some organizational lessons from one of the greats.
SunStar Strategic congratulates our client, Jeanie Wyatt, CEO & Chief Investment Officer of South Texas Money Management, on being named to Barron’s List of Top Financial Advisors.