Attracting financial advisors to commercial real estate and private placement offerings like those from Moody National Companies requires more than traditional marketing. Innovation and creativity are key. From executing high-quality, cohesive fund launch strategies to building trust through high-quality websites and developing non-product reports that highlight industry insights, it’s essential to stay in front of advisors in meaningful ways that resonate.
Planning well in advance for fund launches is essential to ensure a seamless and successful capital-raising process.
Having marketing materials ready before the fund launch allows broker/dealer home offices and RIAs to begin their due diligence early and equips your sales team to start meaningful conversations with advisors from day one. By aligning marketing and sales efforts from the outset, you eliminate delays and frustration, giving your sales team the tools they need to raise capital the moment the offering is available. This proactive approach not only maximizes early momentum but also sets the stage for a well-coordinated, efficient campaign that drives results.
A high-quality website is crucial for building trust with financial advisors and investors in the alternative investments space.
Your website serves as a first impression, and clear messaging about what your firm does and the value of your offerings is essential. By showcasing the story behind your firm’s approach or asset class, you create a deeper connection with visitors, helping them understand not only what you offer but why it matters. A compelling design that engages and informs advisors and investors further reinforces your credibility, turning your website into a powerful tool for driving interest, trust, and engagement.
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.
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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