Category: Communication

Utilizing All Marketing Platforms

Post author By Cherie Fournier
Post date May 19, 2023

Have you seen that meme where it says, “You’re not my friend if I’m not tweeting you, Instagram messaging you and texting you all at the same time, but about different things?”

Let’s discuss how this concept can apply to your business successfully.

Using LinkedIn, Website and Emails Together

We often see asset managers create a report or a paper and just post it on their website for financial advisors to find. They think that’s enough to distribute their content and they don’t email it out as well. And if they do email it, they often don’t also promote the content on social. We know there are times you can’t share certain types of content on social, but when you can, you should.

Getting Information in Different Ways

All advisors you’re targeting are not reading their email, and all are not visiting your website. They are interacting with your firm in different ways, seeing different messaging and building their knowledge base about who you are and what you do.

So, make it easy for them. It’s very likely advisors aren’t seeking you out. You need to show up where your target audience is and demonstrate thought leadership. Educate them. Help them solve client problems. And don’t worry about repeating content. People need to see/read messages multiple times for them to sink in.

Getting more views of your content creates more interactions which drives conversations.

Take your content, repurpose it, put it out across all possible mediums – and help drive advisor engagement and capital raising.

If you would like to talk more about how we can help with your content strategy, reach out to us.

Tags Alternative Investments, Asset Managers, Clients, Marketing Firm, Marketing Strategy

Communication Marketing Basics

How to Make Your Firm Easy for Advisors to Work With

Post author By Cherie Fournier
Post date February 24, 2023

You’ve probably heard of CX, which is customer experience. But in the asset management world, it’s also important to think about the AX, which is the advisor experience. As you launch an offering or you continue to try to appeal to advisors, the easier you make it to work with your firm, the better.

Here are a few ways to make sure that your firm is being accessible and easy for advisors to work with.

Access to Your Materials

First of all, it’s important to make sure advisors can access your material easily, whether that’s on your website or through contacting your sales team. Same holds true for obtaining information about your firm. You don’t want advisors to have to go to your website and search around trying to find key pieces of information. It should be front center, clear and easy to find.

Access to People

Advisors are looking for access to people. Whether that’s that sales team and being able to talk to them on demand, or the management team – accessing them through events or even one-on-one meetings. Access to the humans behind the firm and the investment can be critical and important for creating a positive experience for advisors.

Updated Materials

Advisors need the asset managers they work with to be consistent in updating their materials. No one wants to invest a client in a product and then have only outdated information to provide status updates and answer questions. That is the signature of a bad advisor experience.

For example, the latest property acquisition should be front and center, easy to find, and current. This also helps create trust with advisors by showing them you are following through on your investment philosophy

Clear Communication

Finally, clear communication is essential both before and after an advisor makes an investment in your firm. Advisors need to know and understand:

Your story and your investment philosophy

How you approach doing business

How you operate

How you communicate with advisors and investors

What your statements look like (are they easily understandable)

What types of updates are you providing on an ongoing basis

All these things can help develop trust on both the front end, as well as after advisors and investors are invested in your product, which can then help perpetuate additional investments.

If you need help evaluating your strategy and the type of experience you’re creating for advisors, contact Marketing Intent today.

Tags Alternative Investments, Asset Managers, Clients, Marketing, Marketing Firm, Marketing Strategy, Marketing Team, Prospects

Communication

The Importance of Communication

Post author By Cherie Fournier
Post date September 21, 2022

Everybody understands the importance of communication in projects, in your day-to-day, in work life and in everything that you do. But sometimes the effectiveness of our communication gets lost in the shuffle.

Let’s talk about how to emphasize open communication with clients.

Focusing on Communication

As a marketing firm with multiple clients, we have to focus on our communication. It has to be at the forefront of every morning, every evening and every week of what we do. Let’s go over some of the things that we do at Marketing Intent and review some options on how you can help improve your communication.

One of the first things that we do is hold weekly status updates. Every Monday we get together with our internal team and go over every single project, even if we’re not involved, that way we understand what’s going on. If one of us needs to be pulled in, or if we can offer some insight, we do.

Providing Weekly Email Updates

The other thing that we do is provide weekly email updates. If something’s changing throughout the week and we don’t have a meeting on the books, a quick way to update everybody is through an email. We really focus on making sure that we’re keeping everybody included and aware of what’s going on, even if it’s not time for a meeting.

The Best Way our Clients Receive Communication

When we bring on clients, we follow our onboard process and start off every client the same. Each client starts with a weekly project meeting and then we will also provide weekly status emails, but that doesn’t always work for everybody.

We tune into how clients best receive communication. We may have a client that likes to text, we may have a client that prefers phone calls, or we may have a client that loves emails. As we’re onboarding, we analyze the way that they are receiving our information and we adjust and tailor our communication specific to them.

We are providing them with the most effective communication that is shareable with key stakeholders that is effective and easily digestible. This is a great way to help smooth out their process for projects and keep everybody in the know, so that there are no surprises that come up.

If you would like our communication experts to make sure your next project runs smoothly, please reach out to us at Marketing Intent.

Tags Alternative Investments, Asset Managers, Client communication, Financial Advisors, Marketing Firm, Marketing Partner, Marketing Strategy, Marketing Team, Prospects

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