Winnie Sun is a different kind of financial adviser. While many of her industry colleagues would strive for the same goals she does in providing the best, most high-quality customer service, not as many would take that goal to the level of launching an in-house multimedia company designed to provide financial advice. But, Winnie did just that.
As the managing director and founding partner of Irvine, Calif.-based financial consulting firm Sun Group Wealth Partners, Winnie not only serves her corporate and individual clients, but she also serves as a thought leader in the financial realm. Through the firm’s multimedia company, Winnie works with her team to record daily video segments for YouTube that helps those of us a little less financially savvy to navigate the world of investing and our personal finances. This on-demand content (that also includes a podcast, heavy social media presence and increased emphasis on mobile-first) was created after many long discussions where the firm realized that the industry wasn’t adapting as fast as a customer’s needs. “We had a vision in mind to create a relevant, attractive and top-of-mind firm for the next generation,” Winnie says.
In addition to changing her firm’s approach, Winnie also pens financial advice for Forbes and Nerd Wallet (among many, many others) and appears frequently on CNBC and CBS, in addition to a handful of other top networks. Prior to Sun Group Wealth Partners, Winnie held positions at Morgan Stanley Smith Barney, and before that she had a less traditional financial services career path, working as an entrepreneur as founder of CH Entertainment. The Los Angeles-based television audience production company had clients ranging from America’s Funniest Home Videos to Jeopardy and Wheel of Fortune.
In episode 21, meet Therese Huston, author of “How Women Decide: What’s True, What’s Not, and What Strategies Spark the Best Choices.” In her book, Therese shares research that shows women and men are, however, actually equally skilled when it comes to decision making. And, as an expert on the topic of changing the conversation surrounding female decision-makers,
In this episode, Podcast Editor Polina Selyutin and Therese discuss high-pressure decision making, the gender myth and also some tactical advice that may help you when you’re stuck trying to make your own decisions. And for further reading on the topic, we highly recommend Therese’s Harvard Business Review article that illustrates women don’t always get the fair shake they deserve when it comes to how their decisions are perceived.