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.
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.
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.
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.
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.
Engaging an outside marketing firm will not only help you develop and execute your marketing strategy but can also be a partner in training your new employees. The right marketing firm can help educate your new hires on marketing tools, your audiences, the ins and outs of FINRA requirements, SEC regulations and more. Read on to learn how you can strengthen your team with an outside marketing firm.
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.
