Let’s get one thing straight: we’re not trying to snatch commissions from your sales team. But it’s time to face a simple truth—marketing is the new sales. Yep, we said it. And if you’re a firm in the alternative investment space, understanding why this shift matters could be the difference between a packed pipeline and radio silence.
In the world of alternative investments, standing out is essential. Whether you’re raising capital for a private credit fund, launching a new real estate investment vehicle, or promoting an interval fund strategy, your marketing efforts must be sharp, strategic, and, most importantly, effective. But how do you truly connect with your audience—financial advisors—so that they engage with your firm and investment opportunities?
In your industry the stakes are high, the topics are complex, and the audience is discerning. Yet, even in this serious and professional sector, there is immense value in embracing a strategy that is both engaging and memorable, also known as edutainment. If you’ve never heard of edutainment or are unsure of how it applies to your business, read on. We’re here to show you how it can transform the way you connect with financial advisors and build lasting relationships.
In alternative investments, marketing often serves as the gateway to your fund. Before prospects ever meet you or hear your story, they’ve likely already encountered your marketing materials. These materials set the stage, shaping first impressions and establishing credibility.
Although marketing materials are obviously important, it’s not uncommon for firms to approach marketing with a “cobble it together” mindset, relying on makeshift solutions that undervalue the transformative role marketing can play in capital-raising success.
Cobbling together marketing might feel like a practical approach, especially when resources are tight or the team is just starting out. However, this strategy can leave your firm hobbling instead of thriving.
Everyone in the alternative investments industry knows how challenging it can be to stand out in a crowded marketplace while staying compliant with industry regulations. With so much on your plate, it’s easy to feel overwhelmed by the evolving marketing landscape.
Staying ahead doesn’t have to be daunting. By focusing on three key marketing strategies — social media, paid advertising, and video — you can effectively engage your audience, build trust, and drive meaningful results. Let’s break down these strategies and explore how they can elevate your marketing efforts.
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.
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.”
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.
Have you wanted to transform your website into something edgy, fun, and exciting? In today’s digital age, it’s the perfect time to do so. However, amidst all the design trends and creative innovations, one critical element often gets overlooked: your messaging.
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.
Discover latest trends and marketing tips uniquely curated for asset managers working to engage financial 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.
