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.
It’s important to be on trend with your marketing materials so that your readers find you relevant, engaging and thoughtfully organized. But what exactly is “on trend” in marketing materials and what’s “out” right now? Read on for some helpful tips to help you stay current in the marketplace.
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.
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.
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.
Is your website a jumble of information? Or does it provide a clear path for financial advisors to navigate with ease? Read more for tips on how to improve your website for your audience.
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.
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.
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.
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.
