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.
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.
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.
One-hit wonders exist in the music industry and also in financial services. But why would an advisor allocate part of a client’s portfolio in your product and nothing beyond? One and done. In this article we talk about how to convert a one-hit wonder into a loyal producer for your firm.
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.
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.
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.
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.
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.
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.
