Explaining a complex investment strategy can be challenging—especially over coffee, where diagrams on napkins and animated gestures may leave your audience more confused than informed. If your goal is to boost advisor engagement—imagine using a clear, engaging video that guides viewers through your investment offering with ease.
Video can be a powerful tool in alternative investment marketing. It transforms complex data into compelling stories, helping your firm connect with financial advisors and investors while delivering your message more effectively.
Bring Your Story to Life with Video: Enhance Advisor Engagement
Take property showcases, for example. If you’re marketing a one-off property in a DST offering or promoting a specific real estate investment, a well-crafted video can breathe life into that opportunity. Investors and advisors don’t just want to hear about the property—they want to see it. Video lets you guide them through the building’s highlights, showcase its amenities, and provide a visual tour that reinforces why the market is strong and what makes the property so attractive. It’s like hosting a personalized open house for hundreds of viewers at once—all without anyone leaving their desk.
But video isn’t just for real estate. Alternative investments are often complex, and there’s nothing like video to break those complexities down into digestible insights. Explainer videos are an ideal way to simplify concepts like CLOs, private credit strategies, or niche property types. Through clear visuals, animated elements, and compelling narration, you can demystify these ideas and leave advisors feeling confident in their understanding of your investment strategies.
Consistency is Key
The beauty of video lies in its consistency. Whether you’re sharing it through email campaigns, on your website, or during advisor presentations, video ensures your message is delivered clearly and consistently every time. No more worrying that details get lost in translation, just a polished, professional explanation elevates advisor engagement from start to finish.
Partner with the Experts to Increase Advisor Engagement
Of course, creating these videos requires expertise—from scripting and visuals to ensuring your key message is concise and clear. That’s where we come in. At Marketing Intent, we specialize in sales-focused marketing strategies that resonate with financial advisors and investors alike. We know what it takes to create videos that drive engagement, inspire confidence, and ultimately support your capital-raising goals.
If you’re still relying on traditional methods like paper notes or static PDFs to convey your investment ideas, consider taking a fresh approach with video.
