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Don’t just follow trends in alternative investment marketing, stay one step ahead of them. By subscribing, you’ll receive bi-monthly marketing tips and advice backed by decades of experience in the alts industry served straight to your inbox. Let’s navigate this ever-changing landscape together. 

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MOST RECENT INSIGHTS

The Advisor Journey: From Curiosity to Commitment 

The Advisor Journey: From Curiosity to Commitment 

Capturing the attention of financial advisors isn’t accidental, it’s intentional. In the alts space, where opportunity and complexity intersect, influencing an advisor’s decision is both an art and a science. Advisors don’t simply stumble upon your…
Retirement Plans: The Next Big Move for Alts

Retirement Plans: The Next Big Move for Alts

There’s a new opportunity on the horizon that’s stirring up excitement in the world of retirement plans and it’s one that alternative investment firms can’t afford to ignore. For years, private investments have been largely off-limits in defined contribution plans,…
Why Social Media Delivers Even When Engagement Looks Invisible 

Why Social Media Delivers Even When Engagement Looks Invisible 

There’s a curious paradox about social media in the world of alternative investments. You post, you wait, you refresh the screen and nothing. No likes, no comments, no lively debates…
Strengthen Advisor Relationships: Elevate the Conversation Using Objections

Strengthen Advisor Relationships: Elevate the Conversation Using Objections

Objections. They have a way of signaling friction before any point is debated. They can feel challenging, disconcerting, and at times even personal. Yet within our industry, objections should not…
Unlocking the Power of an Advisor Hub: Why Educational Content Matters 

Unlocking the Power of an Advisor Hub: Why Educational Content Matters 

Firms often focus on promoting products, new funds, strategies, or pitch materials—but advisors seek more than product information. They need insight, context, and tools that enable informed decisions for their…
Educational Content Outshines

Educational Content Outshines

Within the alternative investments space, the instinct to lead with a product instead of educational content is strong. After all, considerable expertise and strategy go into developing offerings, and firms…

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MARKETING BASICS

Driving Growth with Unified Marketing and Sales Messaging 

Driving Growth with Unified Marketing and Sales Messaging 

Consider this scenario: after months of meticulous preparation, having internalized every talking point, you enter a meeting with an advisor fully confident in your presentation. Yet, in that moment, it…
Smart Marketing for Alts Firms 

Smart Marketing for Alts Firms 

Marketing alternative investments requires more than technical precision. It calls for foresight, clarity, asteady rhythm of communication, and smart marketing. Even highly experienced firms with deep domain expertise and institutional…
The 60-90 Day Approach 

The 60-90 Day Approach 

Launching a new alternative investment fund is a milestone every firm looks forward to with excitement and anticipation. But amid all the planning, compliance checks, and final tweaks, one question…
MORE MARKETING BASICS

MARKETING TEAM

Meet the Team Behind Your Marketing Success 

Meet the Team Behind Your Marketing Success 

If you’ve been on LinkedIn lately, you’ve likely seen Marketing Intent popping up in your feed. Behind every piece of content we post is an incredible team working behind the…
The Challenge of Finding the Right Marketing Talent for Alternative Investment Sponsors 

The Challenge of Finding the Right Marketing Talent for Alternative Investment Sponsors 

In the fast-paced and highly specialized field of alternative investments, finding the right marketing talent can be a formidable challenge. The unique demands of this sector require not only a…
Assembling the Right Marketing Team 

Assembling the Right Marketing Team 

The success of a marketing campaign often hinges on the expertise and skill set of the team behind it. Especially in the alternative investments industry, assembling the right team becomes…
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SALES SUPPORT

Strengthen Advisor Relationships: Elevate the Conversation Using Objections

Strengthen Advisor Relationships: Elevate the Conversation Using Objections

Objections. They have a way of signaling friction before any point is debated. They can feel challenging, disconcerting, and at times even personal. Yet within our industry, objections should not…
Unlocking the Power of an Advisor Hub: Why Educational Content Matters 

Unlocking the Power of an Advisor Hub: Why Educational Content Matters 

Firms often focus on promoting products, new funds, strategies, or pitch materials—but advisors seek more than product information. They need insight, context, and tools that enable informed decisions for their…
Your Market Perspective Can’t Wait 

Your Market Perspective Can’t Wait 

In alternative investments, holding back your insights for the “perfect” moment can mean missing the opportunity altogether. Too often, firms pause, waiting for the most polished report, the ideal slide…
Boost Advisor Engagement on LinkedIn 

Boost Advisor Engagement on LinkedIn 

LinkedIn often feels like a one-way street for alternative investment firms. You post an update, cross your fingers, and hope it resonates. Maybe a colleague clicks “like,” maybe it quietly…
MORE SALES SUPPORT

MARKETING MANAGEMENT

The Long Game Marketing Strategy

The Long Game Marketing Strategy

In the alternative investments industry, marketing is often misunderstood. Many firms expect immediate results from their marketing efforts—an email campaign that instantly floods the pipeline, a social media post that…
Effective Marketing: Quality Over Quantity is Key

Effective Marketing: Quality Over Quantity is Key

The marketing landscape is evolving rapidly, and the mantra “quality over quantity” has never been more relevant. With the rise of personalized marketing and the need for more meaningful interactions,…
Strategic Marketing Planning for Your Next Fund Launch 

Strategic Marketing Planning for Your Next Fund Launch 

Launching a new fund in the alternative investment space is an exciting venture, but it can quickly become overwhelming without a solid marketing strategy in place. Often, firms rush to…
Strategy is Nothing Without Implementation 

Strategy is Nothing Without Implementation 

Marketing strategy frequently commands the spotlight, captivating attention with its promise of forward-thinking innovation and a roadmap for success. It instills hope, suggesting that with a well-defined strategy, the path…
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MORE INSIGHTS

The Advisor Journey: From Curiosity to Commitment 

The Advisor Journey: From Curiosity to Commitment 

Capturing the attention of financial advisors isn’t accidental, it’s intentional. In the alts space, where opportunity and complexity intersect, influencing an advisor’s decision is both an art and a science. Advisors don’t simply stumble upon your…
Why Social Media Delivers Even When Engagement Looks Invisible 

Why Social Media Delivers Even When Engagement Looks Invisible 

There’s a curious paradox about social media in the world of alternative investments. You post, you wait, you refresh the screen and nothing. No likes, no comments, no lively debates…
Strengthen Advisor Relationships: Elevate the Conversation Using Objections

Strengthen Advisor Relationships: Elevate the Conversation Using Objections

Objections. They have a way of signaling friction before any point is debated. They can feel challenging, disconcerting, and at times even personal. Yet within our industry, objections should not…
Unlocking the Power of an Advisor Hub: Why Educational Content Matters 

Unlocking the Power of an Advisor Hub: Why Educational Content Matters 

Firms often focus on promoting products, new funds, strategies, or pitch materials—but advisors seek more than product information. They need insight, context, and tools that enable informed decisions for their…
Educational Content Outshines

Educational Content Outshines

Within the alternative investments space, the instinct to lead with a product instead of educational content is strong. After all, considerable expertise and strategy go into developing offerings, and firms…
Driving Growth with Unified Marketing and Sales Messaging 

Driving Growth with Unified Marketing and Sales Messaging 

Consider this scenario: after months of meticulous preparation, having internalized every talking point, you enter a meeting with an advisor fully confident in your presentation. Yet, in that moment, it…
Your Market Perspective Can’t Wait 

Your Market Perspective Can’t Wait 

In alternative investments, holding back your insights for the “perfect” moment can mean missing the opportunity altogether. Too often, firms pause, waiting for the most polished report, the ideal slide…
Short Videos are Powerful

Short Videos are Powerful

Advisors are constantly pulled in multiple directions. Between managing client portfolios, responding to market shifts, and evaluating new products, their time is in short supply and their attention is highly…
Smart Marketing for Alts Firms 

Smart Marketing for Alts Firms 

Marketing alternative investments requires more than technical precision. It calls for foresight, clarity, asteady rhythm of communication, and smart marketing. Even highly experienced firms with deep domain expertise and institutional…
Maximize Your Conference ROI 

Maximize Your Conference ROI 

It’s that time again—conference season. Whether you’re packing for an industry event across the country or just starting to plan your calendar, you’re probably wondering: Are these conferences worth the…
Content Strategy: Created from One White Paper

Content Strategy: Created from One White Paper

At Marketing Intent, one of the most common things we hear from alternative investment firms is this: “We’ve already sent everything we’ve got. We’re out of content.”  Spoiler alert: You’re…
Boost Advisor Engagement on LinkedIn 

Boost Advisor Engagement on LinkedIn 

LinkedIn often feels like a one-way street for alternative investment firms. You post an update, cross your fingers, and hope it resonates. Maybe a colleague clicks “like,” maybe it quietly…
Marketing and Sales: Bridging the Gap

Marketing and Sales: Bridging the Gap

In the world of alternative investments, where complexity is the norm and advisor relationships are everything, your marketing and sales efforts can’t operate in silos. If they do, you’re leaving…
RIA Email Marketing That Misses

RIA Email Marketing That Misses

Delete. Unsubscribe. Ignore.  That’s the unfortunate fate of far too many emails from alternative investment firms to RIAs. It’s not because the content you create isn’t valuable or the offering…
Why Your Pitch Deck Fails

Why Your Pitch Deck Fails

No one sets out to create a pitch deck that makes advisors lose interest, but it happens more often than you’d expect in the alternative investment space. You’ve probably seen…
The 60-90 Day Approach 

The 60-90 Day Approach 

Launching a new alternative investment fund is a milestone every firm looks forward to with excitement and anticipation. But amid all the planning, compliance checks, and final tweaks, one question…
Lead With Why: Storytelling Helps Sell Alts

Lead With Why: Storytelling Helps Sell Alts

In the alternative investments space, there’s often a tendency to lead with numbers. The fund facts, the asset structure, the targeted returns. After all, that’s what the end investor wants,…
Alts Marketing: Mistakes Are Costly

Alts Marketing: Mistakes Are Costly

Alts marketing isn’t just about refined brochures or highly designed websites, it’s about trust, credibility, and making sure your story is being told in the right way to the right…
Guide the Journey or Rush the Sale

Guide the Journey or Rush the Sale

Imagine walking into a networking event, and before you’ve even introduced yourself, someone hands you their business card and launches into a pitch about their services. No greeting, no interest…
Consistent Producers or One-Hit Wonder

Consistent Producers or One-Hit Wonder

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…
Advisor Relationships That Last

Advisor Relationships That Last

Picture this: After months of effort, an advisor finally decides to bring your fund to their clients. It’s a big milestone—but it’s not the finish line. If you treat it…
Smart Marketing Keeps Advisors Coming Back 

Smart Marketing Keeps Advisors Coming Back 

There’s something we’ve been hearing loud and clear lately. And if you’re paying attention to your feedback loop, you’re probably hearing it too. It’s not more emails, more decks, more…
Marketing Is the New Sales

Marketing Is the New Sales

Let’s get one thing straight: we’re not trying to snatch commissions from your sales team. But it’s time to face a simple truth—marketing is the new sales. Yep, we said…
Boost Advisor Engagement with Video 

Boost Advisor Engagement with Video 

Explaining a complex investment strategy can be challenging—especially over coffee, where diagrams on napkins and animated gestures may leave your audience more confused than informed. If your goal is to…
Meeting Advisors Directly is Powerful

Meeting Advisors Directly is Powerful

In the world of alternative investments, standing out is essential. Whether you're raising capital for a private credit fund, launching a new real estate investment vehicle, or promoting an interval…
The Long Game Marketing Strategy

The Long Game Marketing Strategy

In the alternative investments industry, marketing is often misunderstood. Many firms expect immediate results from their marketing efforts—an email campaign that instantly floods the pipeline, a social media post that…
Barrier Signals in Conversations 

Barrier Signals in Conversations 

When it comes to alternative investments, the goal is simple: raise capital, attract advisor attention, and foster relationships that can drive long-term success. But how do you ensure that your…
Compliance Challenges in Marketing

Compliance Challenges in Marketing

Marketing in the alternative investment space comes with its fair share of challenges, especially when it comes to compliance. The stringent regulations and complex approval processes often slow down marketing…
Your Firm's Story: Enhance the Impact  

Your Firm's Story: Enhance the Impact  

Alternative investments are a growing market, but in a crowded marketplace, standing out is more critical than ever. Many firms struggle with crafting a compelling narrative—one that not only explains…
Clean Data and Your Marketing Strategy 

Clean Data and Your Marketing Strategy 

When it comes to marketing alternative investments, the quality of your data can make or break your campaigns. Clean data ensures your messaging reaches the right audience, while dirty data…