Tag: Alternative Investments

Why Hire a Marketing Firm for a 506(b)? 

Some firms offering 506(b) private placements wonder why they would hire a marketing firm. While a 506(b) can be very limited on how you can market the offering, there are a number of ways you can stay in front of financial advisors with compliant marketing, and market your firm and expertise.

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Due Diligence Events

Let’s talk about due diligence events. The majority of asset managers are holding them – especially now that in-person events are back in full swing. But not all firms are delivering a high-class experience to advisors. Read on for tips on designing an event advisors will want to attend.

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The Power of Email in a Down Market

Asset Managers, when the going gets tough, are you ghosting advisors? The best asset managers connect with advisors throughout market ups and downs. Read more about how tactics like email can help keep the lines of communication open.

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Utilizing All Marketing Platforms

Utilizing an omnichannel approach to your marketing strategy is necessary for reaching your target audience at various touchpoints and getting your messages to sink in with advisors. Read more for tips on tapping into all of your marketing platforms to reach the right people at the right time.

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The Power of the Pivot

Being flexible in today’s market is critical to success. Is your team ready to change direction abruptly if necessary? Read this article for tips on ensuring your team is prepared to pivot.

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What’s Your Story

A challenge asset managers face is how to simplify their offering story for their audience. In this article, we provide some helpful tips for boiling a complicated offering story down to basics to help engage financial advisors.

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Zero-Click Content

Gated content is a thing of the past. The newer trend in marketing? Zero-click content. It provides a better experience for your audience and builds trust in your brand. Read on to learn more about taking the leap into offering zero-click content.

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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.

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