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.
“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.
When raising capital for alternative investments, building and maintaining relationships with advisors is highly important. Yet, many sales teams find themselves hesitating to fully embrace LinkedIn, often citing compliance concerns as a major roadblock. However, LinkedIn offers opportunities for connection and interaction. This post explores practical strategies for sales teams at alternative investment firms to utilize LinkedIn effectively, ensuring compliance while forging meaningful connections.
Is your sales team merely a faceless entity behind emails and phone calls? In the world of alternative investments, establishing personal connections with advisors is paramount to raising capital for your products. Let’s explore some innovative strategies for showcasing your wholesalers and humanizing your sales efforts.
In the world of alternative investments, establishing your firm as a thought leader is undoubtedly valuable. Thought leadership helps you build credibility and trust among potential investors and advisors. However, in an environment saturated with asset managers and funds, is thought leadership alone enough to set your firm apart? In this article, we’ll explore additional strategies that can help differentiate your firm through the use of practice management content.
Is your marketing helping to bring capital in the door? Or are you doing it just for the sake of marketing? Sync your marketing with the sales effort. Read on for tips on how to make that happen.
Having open lines of communication between the sales team and the marketing team sounds logical enough – but how often do the actual people doing the work talk to each other on a regular basis? Read more about creating a feedback loop so that your teams can connect and begin bringing capital in the door.
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.
Making small changes to how sales and marketing are aligned and focused can make a big difference. It doesn’t take a major overhaul or expensive software to sync the teams up. Here are three adjustments you can make for better alignment.
Alternative investment product sponsors deeply understand the truth of “nothing happens until something is sold” as they rebuild their selling groups and base of advisors with each new offering. By taking on a new role in the sales process, marketing can help strengthen advisor relationships and contribute to capital raising efforts.
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.
