Category: Marketing Basics

Marketing Solutions for Your Firms

When it comes to alternative investments, size doesn’t matter — not in the way you might think. Whether you’re a boutique firm or a large organization with billions in assets under management, the right marketing strategy can elevate your brand, draw attention to your offerings, and empower financial advisors to confidently present your solutions to their clients. 

Here’s why thoughtful, intentional marketing is the great equalizer for alternative investment firms.

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Your Fund Launch Playbook Guide

As a new alternative investment sponsor, launching a fund can be both exciting and challenging. You want to stand out, capture attention, and effectively communicate the value of your offering to financial advisors and investors. But where do you start?

At Marketing Intent, we embrace the challenge of launching a fund. For fund launches, we create a comprehensive set of essential tools that will help you successfully bring your fund to market. Internally, we like to call this the “fund launch playbook.”

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Effective Marketing: Quality Over Quantity is Key

The marketing landscape is evolving rapidly, and the mantra “quality over quantity” has never been more relevant. With the rise of personalized marketing and the need for more meaningful interactions, focusing on quality is essential to creating memorable messaging that keeps people coming back. Here’s why prioritizing quality in your marketing efforts can make a significant difference.

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Turning Marketing Insights Into Action 

Investing time and energy in your marketing efforts is crucial, but do you know if they are truly effective? To ensure you’re maximizing your marketing insights and turning them into actionable strategies, there are key steps you need to take. Here’s how to transform your marketing insights into impactful actions that support capital raising.

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Elevating Your Firm with High-Quality Marketing: Why It Matters 

In the fast-paced and highly specialized field of alternative investments, finding the right marketing talent can be a formidable challenge. The unique demands of this sector require not only a deep understanding of marketing principles but also a robust knowledge of the alternative investment landscape. Here’s why securing the right marketing expertise is crucial for your firm and how a specialized marketing partner like Marketing Intent can bridge the talent gap.

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Rethinking Your Marketing Focus: It’s About Your Audience, Not Just Your Firm 

Is your marketing all about your firm? It shouldn’t be. We’ve noticed lately that marketing isn’t focused on the target audience, but rather on the firm creating it. It’s critical for marketing efforts to resonate deeply with financial advisors and investors, addressing their specific needs and concerns rather than merely showcasing the alts sponsor. Read on to learn how to get the “you” into your marketing to better engage with your audience.

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Streamline the Compliance Review Process: Enhancing Collaboration with Compliance, Part Two 

In the first part of this blog series, we discussed the importance of building trust with your compliance team and how a positive relationship can significantly benefit your marketing operations within alternative investment firms. Part Two focuses on actionable strategies to streamline the compliance review process and how Marketing Intent can support in strengthening this crucial partnership.

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Marketing Compliance Relationships Start with Trust: Enhancing Collaboration With Compliance, Part One

For alternative investment firms, navigating the compliance landscape is often perceived as a daunting challenge. The process of getting marketing materials reviewed and approved can seem like an uphill battle, filled with potential delays and demands for revisions. However, this perspective overlooks the invaluable benefits of fostering a strong, positive relationship with your compliance team. In this two-part blog series, we delve into the importance of building trust with compliance and how such a relationship can significantly streamline your marketing efforts.

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Uncover the Secrets to Winning Over Advisors

Wondering how to help your firm and offerings stand out positively? Our insights can help. Subscribe now and receive a copy of our report, “How Advisors Evaluate Sponsors on Marketing and Communications.” This report will help you learn what advisors look for when choosing alternative investment partners.

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