It’s important to be on trend with your marketing materials so that your readers find you relevant, engaging and thoughtfully organized. But what exactly is “on trend” in marketing materials and what’s “out” right now? Read on for some helpful tips to help you stay current in the marketplace.
Our CEO/Founder, Cherie Fournier, is on the task force to plan the preeminent conference that can educate advisors on alts and how to execute them successfully. Read more about the Blue Vault Bowman Alts 2023 Summit coming up in March in Atlanta.
For optimal capital raising, sales and marketing should be seamlessly aligned. But this often isn’t the case. If your marketing and sales teams aren’t synced, it’s time to consider outsourcing marketing to bolster capital raising sales activities.
When sales and marketing aren’t aligned, the time it takes for financial advisors to learn about an offering and make an allocation can take a very long time. What are the best ways to shorten this cycle and build business? Read on for insights that you can use in planning for 2023 and beyond.
It’s time to budget for 2023 but not every director in charge of budgeting feels the enthusiasm like we do here at Marketing Intent. We can take the sting out of budgeting and evaluating which marketing efforts will achieve your business goals in 2023. Learn more about how we can turn the painful budgeting process into a pleasant one.
Do you find yourself having difficulty delegating tasks to your team? Have you been burned in the past on projects that you’ve passed along? Surrounding yourself with the right people is key to lightening your load and developing a well-rounded team. Read more about how to delegate marketing tasks internally and externally.
Inflation is taking its toll on teams that are hiring, making the process longer than anticipated. Read on to learn how an outside marketing firm can be a valuable asset in completing your different marketing projects while you hire new team members.
As the pandemic continues so will virtual sales, with many firms planning to adopt a hybrid sales model even when our lives return to normal. Which means marketing has to change too. Learn about marketing’s role in the hybrid sales process and how it can differentiate your firm.
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.
