Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with

financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading

financial advisors navigated the inevitable challenges that arise on the path to success

and get insight from leading industry consultants about how to break through to the

next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone.

Welcome to the 38th episode of the Financial Advisor Success Podcast. My guest on today's

podcast is Winnie Sun. Winnie is the co-founder of Sun Group Walth Management, a hybrid RAA on the LPL platform based in Los Angeles,

that oversees nearly $200 million of client assets.

What's fascinating about Winnie's firm, though, is how she managed to successfully build her advisory business,

starting in a wirehouse with cold calling, with a unique topic of

calling businesses after hours to deliberately read her cold calling script to their voicemail and get

those code calling prospects to call her back. And then how she evolved that into a seminar marketing

strategy and ultimately shifted into a niche advisory firm servicing clients

in the television and movie industries, building on her own background with a television audience

production company that she had first founded when she graduated from college, working with shows

like America's Funniest Home Videos, Jeopardy, and Wheel of Fortune. In this episode,

when he talks about what works and what doesn't, when it comes to online

and social media marketing, while she's still about to spending two-thirds of her time in

the wealth management business and one-third engaging in social media, video, and other

multimedia efforts to market her business, because as Winnie puts it, if no one knows you exist,

you can't serve them as clients, and how she structured her team with a partner to support her

practice and the details of why she ultimately decided to break away from a wirehouse and join

...