Is your firm easy or hard for advisors to work with? Making your firm “advisor-friendly” builds trust and makes for a positive experience interacting with your product. This article explores tips on how you can improve the advisor experience.
Creative ideas and innovation are the holy grail to a marketing team, however they fall flat if the ideas aren’t coupled with efficient execution to bring them to life. Project management, the right technology and procedures will help convert your marketing ideas into concrete plans and deliver intended results without taxing your team’s resources. Read more about how to improve your marketing plan execution here.
Knowing your audience and tailoring your message accordingly in a new distribution channel can help build your business. Who are the roadblocks? Who are the communication gatekeepers? Read on to learn tips to ensure you’re successful in communicating offerings to due diligence and home office personnel, financial advisors and investors.
Just because your offering has been suspended doesn’t mean communication with your distribution partners should stop. In fact, it’s a perfect time to showcase your commitment to your partnership by continuing communications with both home office contacts and advisors.
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.
