February 19, 2009

What a difference a brand makes!

by Dan Sondhelm

According to Jeff Battles, head of marketing for James Advantage Funds: "The TD Ameritrade conference was very fruitful. Thanks to SunStar, I've gone from hearing "Is this Raymond James?" six years ago at the Morningstar conference to "Is this Barry James?" now.

Congratulations, Jeff. The James Balanced Golden Rainbow Fund was one of only a small percentage of equity funds with positive fund flows for at least four out of the five months ending 2008, according to Strategic Insight.

Look for an upcoming FundFactor article where we interview Jeff to learn what he is doing to seek out customers and keep existing ones happy.

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