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Shaping the Conversation

From webinars to podcasts to published articles, this is where Marketing Intent contributes perspective, experience, and real-world insight to the alternative investments marketing conversation.

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Making Conference Season Count: Strategies to Maximize Your Investment

Featured by Sponsor Growth Solutions
Conference season can drive meaningful growth in the retail channel—but only with a clear, intentional strategy. In this Retail Readiness conversation, Heidi Wheatley, Michelle Galeski, and Cherie Fournier share practical approaches to pre-event outreach, onsite engagement, and post-conference follow-up that help evaluating and emerging
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Marketing & Communications as Part of Operational Due Diligence Success

Featured by Blue Vault Partners
Operational due diligence now includes your marketing. This article explains how clear, responsive communication can help sponsors move through reviews faster.
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Building Strong Marketing Foundations for Alternative Investments

Featured by Blue Vault Partners
Alts are complex—your marketing shouldn’t be. Learn the essentials for creating clear, consistent messaging that supports growth.
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Retirement Plans: The Next Big Move for Alts

Featured by Blue Vault Partners
Retirement plans are becoming the next big opportunity for alts. Here’s what’s shifting and how sponsors can position for the moment.
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Reaching Women and Gen Z Investors During the Great Wealth Transfer

Featured by Blue Vault Partners
Women and Gen Z are stepping into wealth—and they expect a different kind of communication. This perspective explores how alts sponsors can adapt their education and messaging to build trust, clarity, and connection with the next generation of investors.
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The Power of Short-Form Video in Promoting Your Firm

Featured in Real Assets Adviser
Ways short-form video helps alternative investment firms engage advisors more effectively through clarity, accessibility, and human connection.
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From Complex to Compelling: How to Communicate Returns Advisors Understand

Featured by Blue Vault Partners
Complex returns don’t have to confuse. Here’s how to communicate performance in a clear, advisor-friendly way.
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[Webinar] Ending 2025 Strong: Tips for Making the Most of Your National Accounts, Sales, and Marketing Outreach

Featured by Sponsor Growth Solutions
This session explores how sponsors can turn an often-overlooked time of year into a strategic advantage by aligning distribution, messaging, and advisor engagement efforts within the retail channel.
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[Webinar] Ditch the Deck: Why It’s Time to Replace Your Pitch with a One-Page Flyer

Featured by Blue Vault Partners
This session looks at advisor behavior and why simplifying your pitch into a one-page flyer can lead to clearer conversations and more meaningful engagement.
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Strategic Advisor Engagement: Q&A with Marketing Intent

Featured by Blue Vault Partners
In this Q&A, Marketing Intent shares how alts sponsors can build stronger advisor engagement through clearer, more consistent messaging.
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Why Storytelling Helps Sell Alternatives

Featured in Real Assets Adviser
Using storytelling, case studies, and drip campaigns to make alternative investments more tangible, relatable, and easier for advisors to position.
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Your Market Perspective Can’t Wait

Featured by Blue Vault Partners
Your market perspective can’t wait. Sharing insight sooner matters more than waiting for the perfect moment to say it.