There’s a real sense of accomplishment when an advisor makes their first investment in your fund. It’s the result of all the meetings, questions, and effort you’ve put in. You celebrate with your team—and then, suddenly, things go quiet. Leaving you disappointed and feeling like they will never become consistent producers.
The advisor who seemed so engaged disappears. No follow-up investments, no responses, no updates. You’re left wondering, “What happened?”
At Marketing Intent, we call these one-hit wonders—advisors who invest once and then vanish. The good news? That initial investment shows they believe in your fund. Even better? With the right approach, you can reconnect, reignite their interest, and build a long-term partnership.
Here’s why this matters, and how to make it work for you.
One Investment Doesn’t Mean One-and-Done
From an advisor’s perspective, investing in your fund is no small thing. They took time to understand your strategy, philosophy, and process. They did their homework, navigated a complex investment structure, and explained your fund to their clients. That’s a serious effort.
So why would they vanish after all that?
It could be a number of things: confusion about the ongoing story, hesitation about presenting it again, or simply feeling unsupported post-investment. And if they’ve moved on without a clear reason, chances are they didn’t feel confident enough to come back.
This is where a thoughtful marketing strategy comes in helping you create consistent producers. Not the one-size-fits-all kind, but a targeted approach to reconnect, re-engage, and reinforce their confidence in your firm.
Bridge the Gap They’re Feeling to Create Consistent Producers
The first step in turning one-hit wonders into repeat investors is to meet them where they are—and that usually means acknowledging the disconnect.
It’s easy to forget that advisors may still have unanswered questions, lingering doubts, or challenges with telling your story. That’s why a smart outreach campaign can make a huge difference. Whether it’s your sales team making personal connections or your marketing team sending out well-crafted messages, the tone should be supportive, not salesy.
Think questions like, “What’s missing in the story that would make it easier for you to share with clients?” or “How can we help you feel more confident discussing our strategy?” These kinds of touchpoints show that you’re invested in the relationship beyond the initial transaction increasing the chances of advisors becoming consistent producers.
This approach doesn’t just nudge advisors back into the fold—it makes them feel seen and supported. That emotional connection goes a long way, especially in an industry where trust and clarity are everything.
Reinforce Their Confidence with Practical Support
Let’s be honest: even experienced advisors sometimes struggle with how to present alternative investments to clients. Your sales team may have helped the first time around, but now that advisor may be flying solo—and unsure about how to frame the conversation.
Give them tools. Make it easy. This could mean providing client-ready messaging, quick-reference guides, or simple visuals that explain key points. The goal is to equip them with what they need to talk about your fund with clarity and confidence.
And don’t forget the paperwork. Subscription docs, applications, compliance forms—these can be major stumbling blocks. If an advisor remembers the paperwork as a frustrating experience, that alone could be enough to deter them from returning.
By streamlining the process or offering an easy-to-follow guide, you remove barriers that might otherwise feel insurmountable. Even small improvements to operations or documentation can play a big role in bringing those advisors back.
You Don’t Have to Do This Alone
At Marketing Intent, we specialize in helping alternative investment firms build marketing programs that actually work. We understand the nuances of your space—the complexity of your offerings, the needs of advisors, and the roadblocks that get in the way of long-term engagement.
Whether it’s crafting targeted campaigns to reconnect with one-hit wonders, creating tools that make your story easier to tell, or optimizing your onboarding process to be more user-friendly, we help you think holistically about your advisor relationships.
It’s not about blasting more emails or throwing together another pitch deck. It’s about nurturing the right conversations and creating consistent touchpoints that build trust over time.
Consistent Producers Don’t Just Happen—They’re Cultivated
The truth is, most advisors don’t set out to be one-hit wonders. They got involved because something about your fund made sense to them. But staying engaged takes more than a good first impression—it takes ongoing communication, useful tools, and a clear path forward.
If you’ve been wondering how to reconnect with those long-lost advisors, or how to create a marketing strategy that supports every stage of the advisor journey, we’re here to help.
