Winnie Sun

Managing Director, Founding Partner

Winnie Sun is Managing Director of Sun Group Wealth Partners, a trusted financial consulting firm on the West Coast. She is a CNBC Financial Advisor Council Member and a “top advisor” speaker at national industry events. For a Complimentary Consult with Winnie and her team, please visit their website at Winnie Sun is a registered representative with, and securities offered through LPL Financial, member FINRA/SIPC. * Investment advice offered through Sun Group Wealth Partners, a registered investment advisor, and a separate entity from LPL Financial. * Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

All Sessions by Winnie Sun

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Day 1: Feb 12, 2020

Day 2: Feb 13, 2020

8:45 am

8:45 am

KEYNOTE: Optimizing the Digital Customer Journey:

Storytelling in Financial Services

Digital is transforming financial services, and it has the potential to revolutionize marketing as well. Explore what this digital journey looks like from your customers perspective. Changing the way brands understand the customer journey by:

  • Interpret your customers’ journey and directly influence financial spend, shopping and saving behavior
  • Optimize your brand’s financial experience with key digital marketing techniques
  • Streamline your communication with customers through ratings and feedback

Build trust – connect with your financial customers and inspire them!

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