Attracting financial advisors to multifamily offerings like those from Cottonwood Communities requires more than traditional marketing. Innovation and creativity are key. From offering continuing education (CE) programs that deliver real value to developing non-product reports that highlight industry insights, it’s essential to stay in front of advisors in ways that resonate. Additionally, supporting your sales team with tailored email campaigns can help spark the sales conversations that drive results.
CE programs are a powerful tool for alternative investment firms looking to engage financial advisors and elevate their brand.
Offering CE credits through webinars and conference breakouts not only attracts more advisors but positions your firm as a thought leader in the industry. By providing valuable education on complex investment strategies, you help advisors expand their expertise, and build stronger client relationships. Creating CE presentations provides the opportunity to showcase your firm while fostering trust and credibility with advisors. In turn, this can lead to increased interest and adoption of your alternative investment offerings.
Creating non-product-related reports is an essential strategy for alternative investment firms to educate and engage financial advisors without overtly promoting their products.
These reports allow your firm to provide valuable insights on market trends, regulatory updates, and broader investment strategies, positioning you as a trusted resource rather than just a product provider. By offering educational content that speaks to the needs and challenges advisors face, you build trust and help keep your firm top of mind with advisors, which can lead to increased interest in your alternative investment solutions.
Engaging emails are a critical tool for alternative investment firms to effectively educate financial advisors about your asset class, investment offerings, and upcoming opportunities to engage with your firm.
Well-crafted emails not only provide valuable insights into your products and the broader market but also serve as a platform to invite advisors to webinars, promote conference attendance, and keep them informed of important updates. By delivering content that resonates with advisors and speaks to their needs, you can spark interest, encourage participation, and drive stronger relationships that ultimately lead to deeper engagement with your firm’s offerings.
Our approach is customizable. We can collaborate with your in-house marketing team, take on a single smaller project, or create a comprehensive plan for all your marketing. We adapt our marketing to our clients’ needs.
In a 15-minute exploratory call, we’ll discuss how Marketing Intent can collaborate with your team to support your capital-raising efforts.
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