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.
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.
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.
Very few marketing firms truly understand alternative investments – the ins, the outs, the regulations, the different audiences. This can lead to genuine disappointment in finding the right marketing partner. However, alternative investments is exactly where Marketing Intent shines. We have deep experience in financial services marketing and specifically alternative investments to help you raise capital for your offerings. Read more about how Marketing Intent is the perfect match for asset managers.
A clear and concise website isn’t a “nice to have” for asset managers, it’s an absolute necessity. To be able to engage advisors and easily answer their questions about your product, you need to take them on a clear path through your website that’s both engaging and easy-to-navigate. Read more for tips about how you can make your website more efficient and engaging for your site visitors.
Is your firm easy or hard for advisors to work with? Making your firm “advisor-friendly” builds trust and makes for a positive experience interacting with your product. This article explores tips on how you can improve the advisor experience.
Your brand is so much more than just a logo. It’s your firm’s personality, its voice and it can convey the perceived quality of your offering. So, what does your brand say? How do you come across to advisors? Read more about the importance of branding and what your brand may be saying to advisors and investors.
Asset Managers, is your fact sheet cram-packed or clearly organized? Read this article for tips on what to highlight on your fact sheet in copy and how to use visuals to clearly communicate your offering and engage advisors.
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.
