As alternative investment sponsors begin 2026, now is the right time to pause, reflect, and fine-tune your marketing and sales strategy. Planning for the year ahead isn’t just about setting new goals, it’s about understanding what worked, where momentum built, and how to carry those insights forward.
One of the most valuable places to start is by looking back at 2025. Which initiatives truly resonated with advisors? What content generated the most engagement? Where did your sales team see the strongest traction or receive the most positive feedback? These signals provide important direction as you decide which efforts to prioritize in the year ahead.
Use Both Subjective and Concrete Data
Effective planning requires balancing insight from the field with measurable performance data. On the subjective side, feedback from your sales team is invaluable. Conversations with advisors often reveal which messages are landing, which materials are being used most frequently, and where clarity—or confusion—exists. These qualitative insights help shape a more informed strategy.
At the same time, concrete data plays a critical role. Email campaign performance, engagement metrics, and direct mail tracking can all provide clear evidence of what content and channels are most effective. This data helps identify which messages are driving engagement, which mediums are performing best, and how advisors and their clients are responding across touchpoints.
Together, subjective feedback and measurable data create a more complete picture—one that allows you to make smarter, more confident decisions about where to focus your efforts.
Break the Plan Into Quarters
Annual planning can feel overwhelming when viewed all at once. Instead of trying to map out an entire year in detail, consider breaking your plan into quarterly segments.
Focusing on the next three months allows you to be more intentional and realistic. What initiatives will best support the sales team in the near term? Which events and conferences are on the calendar? What campaigns or materials need to be developed to align with those opportunities?
Quarterly planning helps simplify the process, making goals more manageable and allowing for flexibility as priorities evolve throughout the year. It also creates natural checkpoints to assess performance and adjust your strategy as needed.
Build A Plan That Supports Sales Conversations
Marketing Intent can help evaluate performance, interpret data, and build actionable marketing plans for the future. Whether you’re reviewing engagement metrics, organizing insights from your sales team, or determining how to prioritize initiatives for 2026, our team helps bring clarity to the process.
From refining strategy to offering practical guidance on what’s working across the industry, we partner with sponsors to ensure their marketing supports sales and drives meaningful engagement with advisors.
If you’d like help reviewing your plan, digesting your data, or exploring how to strengthen your strategy for 2026, we’d love to connect.
About Marketing Intent
We are a sales-focused marketing firm specializing in alternative investments, committed to creating marketing that drives sales. With our deep expertise, we help financial advisors take notice of your firm, ask questions, and engage with your story. Let us help you create marketing that supports raising capital and amplifies your message. Reach out to us today to learn more.
