![]() ![]() Our work makes your prospects and clients take notice, ask questions and listen to your story. We live by the mantra, “nothing happens until something is sold.” Our marketing serves as the backbone of sales. We are a sales-focused marketing group specializing in alternative investments with a track record in marketing that helps drive sales. ![]() If you need help evaluating your strategy and the type of experience you’re creating for advisors, reach out to us. What types of updates are you providing on an ongoing basisĪll of these things can help develop trust on both the front end, as well as after advisors and investors are invested in your product, which can then help perpetuate additional investments.What your statements look like (are they easily understandable).How you communicate with advisors and investors.Your story and your investment philosophy.This also helps create trust with advisors by showing them you are following through on your investment philosophy.įinally, clear communication is essential both before and after an advisor makes an investment in your firm. ![]() That is the signature of a bad advisor experience.įor example, the latest property acquisition should be front and center, easy to find, and current. No one wants to invest a client in a product and then have only outdated information to provide status updates and answer questions. Access to the humans behind the firm and the investment can be critical and important for creating a positive experience for advisors.Īdvisors need the asset managers they work with to be consistent in updating their materials. Whether that's that sales team and being able to talk to them on demand, or the management team - accessing them through events or even one-on-one meetings. It should be front-center, clear, and easy to find.Īdvisors are looking for access to people. You don't want advisors to have to go to your website and search around trying to find key pieces of information. The same holds true for obtaining information about your firm. Let’s talk about a few ways to do that and to make sure that your firm is being accessible and easy for advisors to work with.įirst of all, it's important to make sure advisors can access your material easily, whether that's on your website or through contacting your sales team. As you launch an offering or you continue to try to appeal to advisors, the easier you make it to work with your firm, the better. But in the asset management world, it's also important to think about the AX, which is the advisor experience. Visit sign to learn more about our vibrant design culture.You've probably heard of CX, which is customer experience. Our diverse array of career opportunities span these multidisciplinary verticals:Īre you ready to embrace the challenge? Come build the future with us. We are driven by the excitement of building technologies, inventing products, and providing services that transform the way our customers live their lives and run their businesses. We are researchers, technologists, writers and editors, artists, animators, architects, filmmakers, photographers, producers, program managers, and much, much more.Īll Amazon teams and businesses are guided by four key tenets: customer obsession rather than competitor focus, passion for invention, commitment to operational excellence, and long-term thinking. We are a multi-disciplinary group of product, brand, industrial, visual, motion, education, voice, and experience designers. Amazon Design is powered by world class creative talent. ![]()
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