When advisors feel like they’re part of your journey, they’re much more likely to stick around for the long haul.
July 27, 2025
Service Provider Perspectives
July 27, 2025
July 24, 2025
Consistent Producers or One-Hit Wonder
The first step in turning one-hit wonders into repeat investors is to meet them where they are—and that usually means acknowledging the disconnect.
July 16, 2025
Advisor Relationships That Last
Your relationship with a financial advisor doesn’t end when they agree to bring on investors for a certain fund, that’s when it really begins.
June 13, 2025
2025 CAIS Alternative Asset Manager Survey Report
Explore what 30 leading alternative asset management firms told us about product innovation, advisor engagement, and future growth in the independent wealth channel.
August 22, 2024
Unlocking The Power Of CLOs: A High-Yield Weapon For Savvy Investors
This article will focus on CLOs created post-2008 financial crisis, specifically those referred to as CLO 2.0.
August 21, 2024
Investor Relations for Global Funds
Investor relations for a global fund requires a comprehensive and systematized but nuanced approach. The fund administrator is a critical partner, providing the tools, expertise and services necessary...
August 14, 2024
The Importance of Consistent Communication in Financial Advisor Relationships
Staying in front of financial advisors consistently is not just a marketing tactic; it’s a strategic approach that builds long-term relationships and trust.
August 2, 2024
The Challenge Of Finding The Right Marketing Talent For Alternative Investment Sponsors
Finding and retaining the right marketing talent in the alternative investment sector can be challenging. With Marketing Intent, your firm can access the specialized marketing expertise needed to support and enhance your capital raising efforts.
July 31, 2024
Leveraging Case Studies To Showcase Your Firm’s Success
Marketing Intent Conveying the value and expertise of your firm can be a challenge. One of the most effective ways to illustrate your firm’s capabilities and successes is through well-crafted case studies. At Marketing Intent, we’ve seen firsthand how powerful these narratives can be, especially when communicating with financial advisors about your real estate offerings. …
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