“Set it in and forget it” isn’t a business strategy, especially when it comes to financial advisors offering your investment products. Many firms make the mistake of engaging an advisor initially, only to let communication dwindle once the first sale is made. It’s crucial to maintain relationships with advisors who have taken the time to learn about your investment offerings and guide their clients through the subscription process. Nurturing these relationships can lead to repeat investments and a more robust advisor network.
In the alternative investments industry, we hear asset managers or managing broker dealers say: “We’re sharp shooters with a niche audience, so do we really need emails?” The answer is a resounding YES. Even if your investment firm is targeting a select group of financial advisors, staying in constant touch and nurturing these relationships is critical. Here’s a closer look at why even the best sharpshooters can’t sidestep the power of nurturing through email marketing.
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Founder, Sponsor Growth Solutions
Founder, Rep Driven Results
Head of Distribution Strategy, Sponsor Growth Solutions