Library Archives - Intention.ly

An M&A boom is underway in the wealth management space.

The year ending November 30, 2020 saw 220 wealth management and asset management deals, with a total combined value of $53.4 billion. That’s up from 125 deals worth just $10.1 billion in the same period four years earlier.

It’s well established that the combination of wealth management firms can create tremendous value for clients, team members and investors. What’s often underappreciated is the critical role that communication and brand unification play in the success of M&A deals.

If you’ve ever ordered your marketing team to “come up with a jazzy name” for something, or asked them to summarize the general value proposition of the very business you sell, you’re in the right place. 

We get it—if you’re not immersed in marketing, you may never have had a reason to think about the actual role marketing teams play in strategy, business development, and growth. It can be easy to categorize the entire department as a combination content factory/lead generation mill.  

But stop to consider that marketing teams are called upon to be customer advocates, brand defenders, product promoters, strategy drivers, and eloquent storytellers—all in a single day. Sometimes, all in a single task. 

Your marketing department does more than coin ‘jazzy’ names. They create real value for your business. Talk to them that way. 

We suggest you start by following these simple guidelines. With a few quick fixes, you’ll be on your way to winning over the marketing department in no time.

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The strength of any marketing team depends on the mindset of its leader. 

Not the most beautiful creative. Not the most emotionally compelling messaging. Not a world-class website, a robust SEO strategy, or perfectly optimized digital channels. 

Those are important tools, but ultimately, they aren’t enough.

Because more than anything, great leadership is the key to building and sustaining marketing success. An organization’s vision and philosophy—its growth mindset—comes from the top.

At localhost:10008/, we know that mindset has a critical impact on the ability of marketing to drive results. And we've seen for ourselves that in order to build a powerful growth engine, leadership can't waver on these six principles:

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While adoption of modern marketing across the fintech and finserv industries has traditionally been slow, more firms are beginning to realize the powerful impact great marketing can have—not just on growth in terms of revenue, but also on talent development, company culture, client retention, and branding. 

Understanding the value of marketing is an important first step. Where many firms falter, though, is figuring out the best way to build a powerful marketing engine within their organization. Because real marketing, the kind that leads to sustainable, long-term results, is about more than a great website, email campaigns, social media ads, and content offers.

Successful marketing isn’t just the sum of tactics. It’s a strategic approach to growth that pervades every sector of your business—from aligning with the sales team on what constitutes a lead, to helping the c-suite set realistic goals, to working with product to ensure your services and solutions are meeting customers’ needs.

So where do you begin implementing or scaling marketing efforts across your organization? 

So you wrote a blog post, and now you think you’re a marketer.

 Did you…

  • Check what your competitors are saying about the same topic, product, or service?
  • Do keyword research to optimize your search engine rankings?
  • Analyze past blog performance to determine what’s resonating and what isn’t, then use that data to inform your writing?
  • Use internal and external links within your copy?
  • Make sure what you’re writing aligns with your larger brand story?

 

If you didn’t, you wrote a blog post. Full stop. You can’t quite call yourself a marketer yet.

Click the link below to download our eBook now and learn how to be a better marketer.

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