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Collecting Intent Signals from Financial Advisors 

Collecting Intent Signals from Financial Advisors 

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. 

Understanding Intent Signals 

Intent signals are any actions or behaviors that indicate an advisor’s potential interest in your offering. These signals can take various forms, such as answering a phone call, clicking on an email link, opening an email, or engaging with you on LinkedIn. These actions are subtle cues that advisors are giving you, signaling their intent to explore your fund further. 

Collecting and Utilizing Intent Signals 

The first step in leveraging intent signals is to actively collect and analyze them – and evaluate how you’re using them. 

  • Assessment: Start by evaluating your current approach to collecting and tracking intent signals. Are you effectively capturing and documenting these signals, or are they slipping through the cracks? 
  • Customization: Customize your tracking methods to align with your goals and target audience. This may involve implementing new tools or systems to capture and organize intent signals effectively. 
  • Data Analysis: Once the intent signals are collected, analyze them to gain insights into the topics and information that advisors are most interested in. This data allows you to tailor your marketing and sales efforts more effectively. 

Engaging with Sales 

One common challenge in marketing is failing to share intent signals with the sales team. However, these signals can be invaluable for sales. By passing on information about what advisors are interested in on the marketing side, you enable your sales team to have more informed and targeted conversations with financial advisors. We’ve witnessed wholesalers unaware of specific advisors’ interest in a product until intent signals were shared with them by marketing. This knowledge allowed them to tailor their meetings, emails, and content to align with what advisors were attracted to. Sharing intent signals is a powerful tool for synchronizing marketing and sales efforts, enabling your sales team to prioritize outreach and engage in warmer conversations. 

We Understand the Importance of Syncing Marketing with Sales 

Marketing Intent understands the importance of intent signals in the alternative investment industry – and using them to sync marketing and sales. We can help you identify, collect, and utilize these signals to enhance your marketing and sales strategies. Here’s how we can assist: 

  • Intent Signal Assessment: We’ll assess your current practices and identify opportunities for collecting and utilizing intent signals effectively. 
  • Customized Solutions: Our team will work closely with you to develop customized strategies and tools for capturing and interpreting intent signals. 
  • Data-Driven Marketing: We’ll help you use intent signals to create data-driven marketing campaigns that resonate with your target audience and drive engagement. 

Intent signals are the hidden gems in your marketing efforts.

Don’t let them go unnoticed or underutilized. By partnering with Marketing Intent, you can maximize the value of these signals, align your marketing and sales efforts, and ultimately increase your success in the competitive world of alternative investments. If you’re ready to understand and leverage intent signals from financial advisors, contact us today


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