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Marketing Intent Webinar

Evaluating a Sponsor: Marketing & Communications

December 14, 2022 @ 2:00 pm - 3:00 pm

Cherie Fournier, Panelist | Alise Lucero, Panelist

Determining which alternative investments sponsor to work with and trust client assets to requires analysis. While digging into some aspects of a sponsor’s inner workings may seem obvious, others are often overlooked. In this webinar, Cherie Fournier and Alise Lucero of Marketing Intent discuss what to look for in sponsor marketing and communications. After all, you could be working with the firm you choose for many years.

Watch this on-demand webinar to learn how to evaluate a sponsor’s marketing and communications and the questions to ask sponsors to be sure they know communication is king.

Register to watch now.

Watch on-demand 


About Cherie Fournier: Cherie Fournier is the Founder and CEO of Marketing Intent. She brings 25 years of experience in the financial services marketing realm including leading the marketing team as the VP of Marketing at Black Creek Group and Great-West Investments. Fournier is a leading expert among industry circles -a rare blend of financial services industry knowledge and best in class marketing expertise. Her mantra “nothing happens until something is sold” has been foundational to her marketing approach, ensuring marketing is a partner to sales – not a competing force.

About Alise Lucero: With 15 years of Financial Services marketing, Alise’s role as VP of Client Success is a perfect summation of her mission to deliver top client service and create sales-focused marketing strategies to a broad portfolio of financial services clients. Coming from leadership roles in Black Creek Group and James Alpha Advisors, Alise brings a deep industry knowledge paired with sharp marketing acumen.

About Marketing Intent: Marketing Intent is a sales-focused marketing group of experts specializing in financial services and alternative investments. Their mission is creating marketing that generates sales activity. They add immediate value having the ability to serve as an extension to client marketing teams, as one-off project overflow assistance or as an entire marketing arm as needed – and require minimal ramp-up time.  Their primary capabilities include developing marketing strategies, infrastructure, project management, digital marketing, content creation, print and digital design, videos and web development.  Their portfolio of clients spans commercial real estate property types, farmland, interval funds, mutual funds, variable annuities, life insurance, REITs, private placements, 1031 and 721 exchanges, Reg A offerings, preferred stock, and social impact funds.


Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber, click here.

Cherie Fournier
CEO/Founder Marketing Intent

Alise Lucero
VP, Client Success Marketing Intent

Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest.  Blue Vault subscribers and followers should consider this in their review and analysis.  Information is intended only for institutional, broker dealer or registered investment adviser use.  This information is prohibited for use by the general public.