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.
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.
It’s time to ditch the Excel spreadsheet. Let’s talk about CRM systems, why they’re important and how they’re beneficial to help build relationships with advisors.
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.
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.
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.
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.
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.
