Together, these 3 pillars help you raise capital more effectively, more efficiently, and more profitably.
The process, called “Inbound,” is the roadmap for growing your business in a digital world. In financial services, Inbound consists of 3 phases: engagement, due diligence, and inflow. Inbound offers a step by step guide for the strategies and tactics you need to align with how buyers make decisions today. Inbound answers critical questions:
Technology is the foundation of your “Digital Wholesaling Platform.” Each element of your platform works together to guide your potential client through their journey to become an investor, and guides your team in facilitating and optimizing the process.
The 5 key pieces of technology that contribute to results:
To succeed in a digital world, your marketing team needs to become “digital first.” You need experts in search engine marketing, search engine optimization, social media, online writing, design, web development, and automation. Your sales team needs to be trained differently, too.
We call the high-performing “new business” team of the online era your “Digital Wholesaling Team.” Sales and marketing unite as one revenue team with a singular focus on increasing AUM and serving clients like never before, both online and in person. When this revenue team works together, marketing focuses on the first 70% of the sales process, and sales on the final 30%.
Video Series
How can you succeed at fundraising in a digital world? In our 5-part educational video series, you will learn the key elements of successful asset gathering in the digital era.
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