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.
Despite marketing trends and fads, email has shown it has staying power. It just needs to continue to evolve to keep advisors’ attention. Dynamic content and effective use of email technology will make your emails relevant and effective. Learn more here.
It’s time to ditch the Excel spreadsheet. Let’s talk about CRM systems, why they’re important and how they’re beneficial to help build relationships with advisors.
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.
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.
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.
Is your marketing helping to bring capital in the door? Or are you doing it just for the sake of marketing? Sync your marketing with the sales effort. Read on for tips on how to make that happen.
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.
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.
PowerPoint can be a pain. But when used correctly, it can be…well…a powerful tool to help tell your story. Read this article for more insights about harnessing the “power” of PowerPoint.
Discover latest trends and marketing tips uniquely curated for asset managers working to engage financial 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.
