With so many different social media platforms, how can your team keep up to stay connected with clients and consumers? Learn how Winnie Sun used social media & PR to attract clients to her financial firm. ThinkLikeAJournalist.com
Winnie Sun is the Managing Director and Founding Partner of Sun Group Wealth Partners, a trusted award- winning financial consulting firm providing financial planning services to small business owners, senior executives, celebrities, tech elite, and established families throughout the West Coast.
Winnie is one of the most followed financial advisors on social media today.
With more than 16 years of experience in the financial services industry, Winnie has been selected as Investment News’ Twenty Women to Watch, is frequent speaker at national events, appears on CNBC’s Closing Bell and Fox Business News as a market commentator, is a regular contributor to Forbes, is the host of TuneIn radio’s business show Renegade Millionaire, host of the Renegade Mom TV show on Modern Mom, appears on CBS as a finance expert, and is quoted in publications including The Wall Street Journal, CNBC, The New York Times, Yahoo! Finance, AOL Finance, HuffPost LIVE, theStreet TV, USA Today, TheStreet show, Rep Magazine, OnWallstreet Magazine, Financial Planning Magazine, FA Magazine, AdvisorOne Magazine, GreersOC, Orange County Business Journal, Orange County Register, OC Metro, OC Family, and many others.
Icebreaker
I used to drive race cars.
Think Like A Journalist Quote
“I use social media as an idea generator, trend mapper and strategic compass for all of our online business ventures.” – Paul Barron(@paulbarron)
If you’re interested in social media, marketing, sales goes hand in hand.
Success Quote or Tip
Tell a different story to engage your audience. You have complete control over you personal brand.
Career Highlight
Winnie started in college working on a TV show doing legal research. She also worked in the audience department and built her own brand. Hear how she got the idea to start her own production company that created shows and how this all lead her to the financial services industry.
When It Didn’t Work
Winnie had a client come to me and wanted her to stop doing social media. Find out why and what she did. Find out how she handled this situation.
Top Tips Mastering Social Media for Audience Development and Growth
- Build and grow ideal audience.
- Strategize growth from your content. Don’t just produce content. Think about how you’ll monetize content.
- Develop giving relationships with press and media.
- Tools: buffer, social jukebox
- Monetize your brand: when, how, and how much.
What is one piece of technology, video, multimedia equipment, or app that you just can’t live without?
Facebook Live
One book, documentary, blog, podcast, or Internet Channel to watch?
Get a free audiobook when you try Audible free for 30 days: www.audibletrial.com/TBJApodcast
OR to get a physical copy of the book…click the book title.
It’s an Amazon affiliate link. It won’t cost you more but it will send me a few coins to keep on building our crazy good content here. 🙂
Contact
Mentioned In This Episode
TBJA 236 How To Succeed In Business, Tim Fargo
Thanks For Listening
I know that you have many choices when it comes to listening to podcasts. So, I want to say THANK YOU for choosing The Brand Journalism Advantage.
If you enjoyed today’s episode, please share it by using the social media buttons you see at the top and bottom of this page.
Also, I would love a review…it just takes a minute to share your opinion and rating for The Brand Journalism Advantage podcast on iTunes. Your review means a lot to me and helps others find my show. The reviews also help with the ranking of this show and they reviews are always read by me.
Please remember to subscribe to The Brand Journalism Advantage in iTunes, to get automatic updates every time a new episode goes live!
