SunStar Strategic

11/27/2025

08/20/2025

Financial companies that utilize public relations strategies have the potential to increase their assets under management.

08/20/2025

What Do Your Clients Really Want?

Orion Advisors surveyed 1K investors and uncovered key insights. See why this matters to your practice.

• 95% of clients say they’re satisfied with their financial advisor – but nearly 1 in 4 would switch if they inherited $1M+.
• 39% say better communication would improve their client-advisor relationship
• 38% of HNW clients want healthcare planning they’re NOT getting.

Key takeaway? Client loyalty isn’t guaranteed—and the gaps are real. The survey report is full of insights you can put into practice and elevate your services. https://t.ly/luB30

05/11/2025

This Mother's Day, we extend our warmest appreciation to all the incredible mothers and mother figures everywhere. Happy Mother's Day from all of us at SunStar Strategic.

04/20/2025

Happy Easter! From all of us at SunStar

03/28/2025

What Do Your Clients Really Want?

Orion Advisors surveyed 1K investors and uncovered key insights. See why this matters to your practice.

• 95% of clients say they’re satisfied with their financial advisor – but nearly 1 in 4 would switch if they inherited $1M+.
• 39% say better communication would improve their client-advisor relationship
• 38% of HNW clients want healthcare planning they’re NOT getting.

Key takeaway? Client loyalty isn’t guaranteed—and the gaps are real. The survey report is full of insights you can put into practice and elevate your services. https://hubs.la/Q03dS1l30

03/25/2025

Maximize your media coverage!

Your press mention shouldn't be a one and done. Don’t let it fade away - amplify its impact. We've got five key strategies to help you turn your third-party media endorsements into long-term credibility. https://tinyurl.com/54kvnkyt

03/21/2025

Stagflation fears are rising.

⚠️According to BoA 71% of fund managers expect it within a year. ⚠️

With inflation staying sticky and growth forecasts sliding, advisors face a uniquely challenging macro environment.

Our take on what this means for advisors, including key portfolio adjustments and client conversations to have now.
https://hubs.la/Q03cYS1k0

03/20/2025

Helping Clients Manage Market Anxiety? Read This.

Market volatility triggers emotional decision-making that can harm portfolios. As a financial advisor, mastering validation techniques and cognitive behavioral strategies can help you keep clients focused on long-term goals.

Key Takeaways:
✔ How to validate and manage investor emotions
✔ The 3 biggest mistakes clients make during uncertainty
✔ How to reframe negative thoughts with proven strategies

Want to strengthen client relationships and improve communication during market swings? Read Addressing Investor Emotions - A Guide for Financial Advisors.
https://hubs.la/Q037GhRQ0