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.
