Everyone talks about the importance of storytelling, even in the alternative investments space. And it is important. A strong narrative opens the door, creates curiosity, and makes your offering feel relatable. Advisors understand better than anyone: a story without data is incomplete and you need data that sells.
Advisors are expected to make thoughtful, well-supported recommendations. They can’t do that with a narrative alone. They need substance behind the story, numbers that validate performance, justify risk, and help clients see the value for themselves. When your data and your story work together, that’s when advisors lean in, ask questions, and ultimately feel confident presenting your offering to their clients.
So how do you give them what they need in a way that’s both compelling and easy to use?
What Advisors Really Want: Data That Sells
Advisors consistently gravitate toward data that helps them make clear, confident decisions. They want to see how your offering performs relative to risk, how it stacks up against traditional assets, and where it fits within the broader portfolio conversation.
But they don’t want a data dump. They want simple, clean, digestible information that allows them to quickly understand your value and, just as importantly, to communicate that value to clients who may not be familiar with alternatives at all. When your data is clean and presented in an intuitive way, it saves them time, strengthens their confidence, and makes your offering easier to advocate for.
One of the most effective tools for achieving this is visual storytelling. Infographics give advisors a visual reference point that translates complexity into meaning. When clients can follow along visually, they’re more likely to understand and accept the rationale behind an investment decision. That’s critical when the advisor is introducing something unfamiliar or outside the traditional allocation mix.
Turning Data Into a Story Advisors Can Retell
A firm’s story shouldn’t stop with the firm. It needs to be passed along to advisors, and then from advisors to clients. That means your narrative has to be clear, repeatable, and anchored in data that supports every point.
When advisors have a story they can retell with confidence, your message spreads more easily. The advisor-client conversation becomes smoother. The investment rationale becomes more persuasive. And the relationship between you and the advisor becomes stronger, because you’re helping them look good in front of their clients.
This is how trust is built: not only by presenting strong performance, but by presenting it in a way that feels effortless for advisors to share. When they can tell your story quickly and convincingly, it becomes part of their regular conversation—not an exception or an afterthought.
Let Marketing Intent Turn Your Data Into a Sales-Driving Story
Most firms in the alternative investment space have solid data. What they often don’t have is a way to translate that data into a narrative that advisors can repeat.
At Marketing Intent, that’s exactly what we specialize in.
We take the data you already have and shape it into a crisp, compelling, advisor-ready story—one that highlights the strengths of your offering while making it easy for advisors to explain and share. Our team understands the nuances of the alts landscape and knows how to create marketing that supports real sales conversations and real capital raising.
We can help you refine your message, sharpen your visuals, simplify your data, and build a story that shines in the hands of the people selling your product.
If you’d like us to review your current data and explore how to elevate it into a clear, powerful narrative, we’re here to help.
