Let's Give Them Something to Talk About

You've probably heard the phrase “Let's give them something to talk about.” Let’s break that down as it applies to wholesalers and asset managers and giving them something to talk to financial advisors about.?

Company News Updates

What is Marketing Intent’s favorite way to give wholesalers something to talk to financial advisors about? We love providing them with marketing materials to help facilitate advisor conversations. We all know that wholesalers are supposed to be making calls and conducting meetings. And they need new topics to talk about.

Company news is a great source of topics for the sales team. Acquisition news, general company news, portfolio updates, or announcements on new team members. Give those pieces of information to the sales team, and then they can make calls or set meetings using that information.

This also serves the purpose of helping advisors keep up on what's going on with a firm. The advisors are never wondering what's happening with the company.

Another great way to use those same pieces is to email them and then follow-up, or have a call and then follow up with a piece. It's easy for marketing and sales to use those different types of pieces to develop a campaign that allows sales to stay in front of advisors.

Marketing Content

Every salesperson we've ever known has that hesitation about calling someone for no reason. No one wants to be calling to say, “I'm following up again.” Wholesalers want to have new topics to address, new data or a new perspective to share.?

This is where marketing content comes into play. Think flyers that explain your asset class, a video on how your strategy works, an educational piece on supply and demand…the possibilities are endless. And with consistent content creation, your sales team will always have something to talk to advisors about.

If you need help with developing your strategy for staying in front of advisors and having something to talk about, reach out to us at [email protected].

About Marketing Intent

We are a sales-focused marketing group specializing in alternative investments with a track record in marketing that helps drive sales. We live by the mantra, “nothing happens until something is sold.” Our marketing serves as the backbone of sales. Our work makes your prospects and clients take notice, ask questions and listen to your story. Learn how we can help create marketing that helps raise capital.?