Category: Client Value

Marketing with Current Financial Trends

In today’s fast-moving investment landscape, marketing strategies need to stay agile, informed, and timely current financial trends.  

While we at Marketing Intent may not be data analysts, we’re deeply attuned to what’s happening in the economy, the stock market, and the alternative investments market.  

Staying on top of these trends is essential. Market trends directly affect our clients’ marketing strategies, and in a world where things change rapidly, the ability to adapt is a competitive edge.

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Stakeholder Buy-In: With Data and Insights, You Can Build Bridges

In the alternative investment industry, getting buy-in from stakeholders for marketing initiatives can be a significant challenge.  

You might be fully aware of what your firm needs to push its marketing forward, but securing approval from higher-ups can feel like an uphill battle. Marketing Intent can help. We understand the dynamics at play and are here to help you navigate these challenges effectively.

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What Are Your Firm’s Differentiators? 

In the vast sea of alternative investment firms, standing out is both a challenge and a necessity. The quest for differentiation isn’t just about establishing uniqueness – it’s about conveying value in an environment where competition is intense. So, what distinguishes you in a market where everyone is clamoring for the attention of advisors? Explore ideas in this article.  

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Serving Our Clients and Each Other

Operating on a “need to know” basis is often necessary in financial services, however it can be a speedbump when you’re ramping up a marketing firm. Sharing the full picture including the background and key players can help get you closer to accomplishing your marketing goals in a timely and accurate way. Read on to learn more.

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Marketing Intent and the Resources We Have Built

In today’s economy, companies need to be structed in a way that’s meets clients’ ever-changing needs and taps into the new gig economy. Marketing Intent is structured in such a way to adapt to clients’ unique marketing needs and match projects with a vast network of resources the firm has built. Read more here.

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ENDING 2025 STRONG

TIPS FOR MAKING THE MOST OF YOUR NATIONAL ACCOUNTS, SALES, AND MARKETING OUTREACH

Join industry experts to gain insights on driving year-end momentum.

Cherie Fournier

CEO & Founder
Marketing Intent

Also Featuring

Heidi Wheatley

Founder, Sponsor Growth Solutions

Michelle Galeski

Founder, Rep Driven Results

Melissa Wendt

Head of Distribution Strategy, Sponsor Growth Solutions