info@marketingintent.com     |     303.912.7349 

Media

COMING UP

"Who's Who Live" with Karl Eckerle

Personal branding and image expert, Karyl Eckerle talks live with Cherie Fournier, Founder and CEO of Marketing Intent about how personal image branding has solidified her credibility as a leading professional in financial services marketing.
On Trend

Recent News

Navigating the Marketing Maze of Private Placement Offerings 

Launching a private placement offering, especially under Rule 506(b), presents a unique set of challenges for alternative investment sponsors. The intricacies of compliance regulations often create a sense of limitation, leading many to believe that marketing their product is next to impossible. However, the reality is far from it. Despite the constraints, there are numerous compliant and creative strategies to market your offering effectively. Here’s how you can turn these challenges into opportunities for meaningful engagement with advisors and accredited investors.

From Visibility to Trust: Elevating Your Firm in the Eyes of Advisors 

In the alternative investments industry, being visible is merely the first step in positioning your firm to effectively raise capital. Cultivating trust is where the real challenge lies. For asset managers and firms within this space, trust is not just a nice-to-have. It’s a fundamental necessity that paves the way for meaningful engagement and investment decisions. As you navigate conferences, email campaigns, and direct engagements, the pivotal question remains: Are you merely being noticed, or are you genuinely being trusted?

Leveraging LinkedIn for Sales Success 

When raising capital for alternative investments, building and maintaining relationships with advisors is highly important. Yet, many sales teams find themselves hesitating to fully embrace LinkedIn, often citing compliance concerns as a major roadblock. However, LinkedIn offers opportunities for connection and interaction. This post explores practical strategies for sales teams at alternative investment firms to utilize LinkedIn effectively, ensuring compliance while forging meaningful connections.

Humanizing Your Sales Team 

Is your sales team merely a faceless entity behind emails and phone calls? In the world of alternative investments, establishing personal connections with advisors is paramount to raising capital for your products. Let’s explore some innovative strategies for showcasing your wholesalers and humanizing your sales efforts.

Staying Ahead of the Marketing Curve 

In the fast-paced world of marketing, staying at the forefront of innovation is key to success. At Marketing Intent, we’re often asked if we’re aware of the latest and greatest marketing products and tools. The answer? A resounding YES. Today, we’re excited to share how we leverage our network and expertise to stay ahead of the curve and help our clients thrive in the alternative investment industry.

INDUSTRY EVENTS

Events & Conferences

Navigating the Marketing Maze of Private Placement Offerings 

Launching a private placement offering, especially under Rule 506(b), presents a unique set of challenges for alternative investment sponsors. The intricacies of compliance regulations often create a sense of limitation, leading many to believe that marketing their product is next to impossible. However, the reality is far from it. Despite the constraints, there are numerous compliant and creative strategies to market your offering effectively. Here’s how you can turn these challenges into opportunities for meaningful engagement with advisors and accredited investors.

From Visibility to Trust: Elevating Your Firm in the Eyes of Advisors 

In the alternative investments industry, being visible is merely the first step in positioning your firm to effectively raise capital. Cultivating trust is where the real challenge lies. For asset managers and firms within this space, trust is not just a nice-to-have. It’s a fundamental necessity that paves the way for meaningful engagement and investment decisions. As you navigate conferences, email campaigns, and direct engagements, the pivotal question remains: Are you merely being noticed, or are you genuinely being trusted?

Leveraging LinkedIn for Sales Success 

When raising capital for alternative investments, building and maintaining relationships with advisors is highly important. Yet, many sales teams find themselves hesitating to fully embrace LinkedIn, often citing compliance concerns as a major roadblock. However, LinkedIn offers opportunities for connection and interaction. This post explores practical strategies for sales teams at alternative investment firms to utilize LinkedIn effectively, ensuring compliance while forging meaningful connections.

Uncover the Secrets to Winning Over Advisors

Wondering how to help your firm and offerings stand out positively? Our insights can help. Subscribe now and receive a copy of our report, “How Advisors Evaluate Sponsors on Marketing and Communications.” This report will help you learn what advisors look for when choosing alternative investment partners.

Don't miss out, sign up today.

* indicates required
Email Address