Alise and I worked in marketing together for almost a decade at a commercial real estate asset management firm in Denver. Our marketing team was small. We had to become master project managers as we helped define the marketing approach for our firm to raise more than $8B of capital for its investment products.

Our team could have used some marketing support as we waded through a sea of regular offering materials updates while also developing content to advance our firm as a thought leader. Even for two “figure-it-out” types like me and Alise, there was often a need for more marketing support.

But we never found a solid source. No one understood our market, our products, and how to speak to our target audiences.

The lack of solid marketing sources for our industry inspired me to create a solution. Marketing Intent was born in early 2020 to provide the financial services industry with quality, sales-focused marketing that balances the analytical with the creative.

We understand the lingo, the industry, the requirements, and why a marketing piece might require a foot of disclosures. Our experience in the industry is what makes it possible for us to help our clients produce and distribute marketing that generates sales activity.

As Marketing Intent grew, I knew exactly who to contact to build the team. Alise joined in October 2021 as VP, Client Success — just in time to bring on significant new clients and develop and manage their marketing programs. Our marketing journey continues together!