In the dynamic world of alternative investments, understanding financial advisors’ intentions can be the key to success. Are you paying attention to the intent signals advisors are sending you? If you’re not, it’s time to reconsider your approach. In this article, we’ll explore what intent signals are, how to collect them, and how you can harness these signals to drive your marketing efforts.
In the world of alternative investments, good marketing matters. Success often hinges on having clear and efficient processes. So, how well-structured are your marketing methods? In this article, we dive into optimizing your marketing processes for better results.
Being flexible in today’s market is critical to success. Is your team ready to change direction abruptly if necessary? Read this article for tips on ensuring your team is prepared to pivot.
Very few marketing firms truly understand alternative investments – the ins, the outs, the regulations, the different audiences. This can lead to genuine disappointment in finding the right marketing partner. However, alternative investments is exactly where Marketing Intent shines. We have deep experience in financial services marketing and specifically alternative investments to help you raise capital for your offerings. Read more about how Marketing Intent is the perfect match for asset managers.
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.
