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.
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.
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.
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.
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.
