There’s a lot of marketing that’s done today simply because people think it should be done. But much of it doesn’t go to the end of raising capital for asset managers. Our approach is to take some of the principles from Greg McKeown’s book and apply them to our clients to help them focus on pursuing what really matters – which is raising capital. We review our clients’ marketing programs and plans to ensure they support their capital raising efforts and goals.
Despite marketing trends and fads, email has shown it has staying power. It just needs to continue to evolve to keep advisors’ attention. Dynamic content and effective use of email technology will make your emails relevant and effective. Learn more here.
One email, one story, one topic. Let me break this down for you. Most asset managers use email quite a bit and we’re proponents for it, because we see it working effectively. But there are some keys to it that are very important to hone. Attention spans are limited. So make sure your emails focus on one story and one topic.
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.
Gated content is a thing of the past. The newer trend in marketing? Zero-click content. It provides a better experience for your audience and builds trust in your brand. Read on to learn more about taking the leap into offering zero-click content.
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.
Having open lines of communication between the sales team and the marketing team sounds logical enough – but how often do the actual people doing the work talk to each other on a regular basis? Read more about creating a feedback loop so that your teams can connect and begin bringing capital in the door.
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.
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.
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.
