Building and nurturing relationships with due diligence (DD) officers is often underestimated in alternative investment marketing. These professionals play a vital role in getting your offering approved, and it’s essential not to overlook them once the initial selling agreement is in place. In this article, we’ll explore why including DD officers in email campaigns is a smart strategy.
Due diligence officers play a key role in the success of investment offerings through their firms. But many asset managers don’t have a plan to market to due diligence officers in a proactive and consistent way. If you aren’t treating due diligence officers as their own marketing segment – or you don’t remember the last time you communicated with them – read on for tips on how to engage this critical audience.
Let’s talk about due diligence events. The majority of asset managers are holding them – especially now that in-person events are back in full swing. But not all firms are delivering a high-class experience to advisors. Read on for tips on designing an event advisors will want to attend.
Discover latest trends and marketing tips uniquely curated for asset managers working to engage financial advisors.
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