Tag: Clients

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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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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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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Serving Our Clients and Each Other

Operating on a “need to know” basis is often necessary in financial services, however it can be a speedbump when you’re ramping up a marketing firm. Sharing the full picture including the background and key players can help get you closer to accomplishing your marketing goals in a timely and accurate way. Read on to learn more.

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Marketing Intent and the Resources We Have Built

In today’s economy, companies need to be structed in a way that’s meets clients’ ever-changing needs and taps into the new gig economy. Marketing Intent is structured in such a way to adapt to clients’ unique marketing needs and match projects with a vast network of resources the firm has built. Read more here.

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Your Success is Our Success

An outside marketing firm can help your team meet your business goals through open communication and trust-building, expert planning and delivering on expectations every step of the way. Read on to learn more about how marketing consultants can help your firm achieve true success.

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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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