Marketing Intent- Page 7 of 10

Marketing Intent

July 10, 2023

Is Your Marketing Ignoring Due Diligence Officers?

Is Your Marketing Ignoring Due Diligence Officers? July 10, 2023 | Marketing Intent Due diligence officers play a key role in the success of investment offerings through their firms. But many asset managers don’t have a plan to market to due diligence officers in a proactive and consistent way. If you aren’t treating due diligence…

July 3, 2023

Email Is Not Dead

Email Is Not Dead July 3, 2023 | Marketing Intent Evolving Your Email We recently learned that wifi wasn’t initially adopted. With the obsession to find a wifi network, get a wifi password and check to see if a location we’re vacationing to is wifi friendly, this is surprising. But the reason why is because…

June 26, 2023

Using Your CRM To Help Build Advisor Relationships

Using Your CRM To Help Build Advisor Relationships June 26, 2023 | Marketing Intent 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. The Purpose of a CRM System Your CRM system should hold all the information you need…

June 14, 2023

Due Diligence Events

Due Diligence Events June 14, 2023 | Marketing Intent Let’s talk about due diligence events. The majority of asset managers are holding them – especially now that in-person events are back in full swing. But not all firms are delivering a high-class experience to advisors. READ ON FOR TIPS ON DESIGNING AN EVENT ADVISORS WILL…

May 30, 2023

Marketing Intent: Utilizing All Marketing Platforms

Marketing Intent: Utilizing All Marketing Platforms May 30, 2023 | Marketing Intent Have you seen that meme where it says, “You’re not my friend if I’m not tweeting you, Instagram messaging you and texting you all at the same time, but about different things?” LET’S DISCUSS HOW THIS CONCEPT CAN APPLY TO YOUR BUSINESS SUCCESSFULLY.…

May 15, 2023

Marketing Intent: Marketing That Helps Bring Capital In The Door

Marketing Intent: Marketing That Helps Bring Capital In The Door May 15, 2023 | Marketing Intent If you’re not doing marketing that’s helping bring capital in the door, why are you doing it? THE REALITY IS THAT THERE’S A LOT OF MARKETING DONE IN OUR INDUSTRY THAT JUST DOES NOT SUPPORT THE SALES EFFORT. Sales-Focused…

May 9, 2023

Marketing Intent: The Power Of The Pivot

Marketing Intent: The Power Of The Pivot May 9, 2023 | Marketing Intent Your fund just closed and you expected it to be open for six more months. Your marketing plan is out the window. So what do you do next? THIS IS WHERE THE POWER OF THE PIVOT IN BUSINESS COMES INTO PLAY. Changing…

May 1, 2023

Zero-Click Content

Zero-Click Content May 1, 2023 | Marketing Intent If something says, “Read Here,” are you apt to click? Or does that call to action make you feel inconvenienced or bored and you move on? LET’S DISCUSS ZERO-CLICK CONTENT, AN EMERGING TREND IN MARKETING THAT REQUIRES – YOU GUESSED IT – ZERO CLICKS TO ACCESS CONTENT.…

April 26, 2023

Don’t Be Held Hostage By PowerPoint

Don’t Be Held Hostage By PowerPoint April 26, 2023 | Marketing Intent A client we recently worked with was frustrated with their PowerPoint presentations. EVERY SLIDE WAS AN IMAGE CREATED BY A GRAPHIC DESIGNER APPEARING VERY POLISHED (AND VERY HARD TO UPDATE). Problems with PowerPoint We get it. You want your presentations to be on…