Tag: Asset Managers

On-Demand Webinars

It takes a lot of time and effort to create a webinar. In this article we provide tips to get the most out of your on-demand webinar and elevate it to the next level.

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Participating and Planning

Our CEO/Founder, Cherie Fournier, is on the task force to plan the preeminent conference that can educate advisors on alts and how to execute them successfully. Read more about the Blue Vault Bowman Alts 2023 Summit coming up in March in Atlanta.

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Is It Time to Outsource Your Marketing?

For optimal capital raising, sales and marketing should be seamlessly aligned. But this often isn’t the case. If your marketing and sales teams aren’t synced, it’s time to consider outsourcing marketing to bolster capital raising sales activities.

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Maximize Your LinkedIn Potential

Are you logging on to LinkedIn just for news and trends? Maybe you like to see the updates from your connections? It’s time to use LinkedIn for its true maximum potential – to build credibility and trust with prospects and clients. Read on for more tips to go beyond the feed scroll and make LinkedIn work for you.

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Embracing Social Media

Social media – love it or hate it- it can work wonders for your personal brand and your business. Getting your social media profiles started can be daunting. We’ve compiled some tips to help you organize and be successful at it.

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Your Marketing Strategy

When sales and marketing aren’t aligned, the time it takes for financial advisors to learn about an offering and make an allocation can take a very long time. What are the best ways to shorten this cycle and build business? Read on for insights that you can use in planning for 2023 and beyond.

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Optimizing Your LinkedIn Profile

Are you using LinkedIn to its fullest potential? LinkedIn can be an incredible tool for advertising exactly who you are and what you’re about, increasing credibility among prospects and solidifying trust in your brand in the marketplace. Read on for more tips about maximizing LinkedIn as part of your marketing plan.

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The Importance of Communication

Great communication with clients is essential to a smoothly run account- however when it’s not made a priority with marketing firms, it creates confusion and leaves key client stakeholders in the dark. Read more about how Marketing Intent focuses on the best ways to communicate with clients that keep everyone in the know.

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Planning your 2023 Budget

It’s time to budget for 2023 but not every director in charge of budgeting feels the enthusiasm like we do here at Marketing Intent. We can take the sting out of budgeting and evaluating which marketing efforts will achieve your business goals in 2023. Learn more about how we can turn the painful budgeting process into a pleasant one.

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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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