The educational marketing approach is one that I have found can be useful in capital raising. In the following video, I explain the educational marketing strategy and how it can be effectively used in capital raising.

Video Transcript/Summary: The strategies and tips provided within this video module include:

Educational marketing is one of the most effective ways of growing capital, leveraging your time and positioning you as an authoritative figure. It also increases transparency, a vital consideration these days considering a recent report highlighting 78% of institutional investors will only invest in something they understand.
Whilst some funds are highly sophisticated, top secretive and black box, it is much more powerful and beneficial to be transparent and show the inputs in your investment process and where your competitive advantage lies. A10,000 foot view, which provides an easy-to-understand overview of the process and core components, is required.
Four ways to market your hedge fund in an educational way are (i) dedicate 20% of your presentation to educational content, (ii) have a folder of marketing material to deliver to clients when you meet them, (iii) practice speaking and writing (iv) target wealth management firms and financial planners.
Dedicate 20% of your presentation to educational content, footnoting industry terms and providing explanations at the end. Explain the process in a straight forward manner and give an overview of the team before getting into trading or risk management tools.
Have a folder of marketing materials to deliver to clients when you visit them. This includes a one pager, powerpoint presentation, monthly/quarterly reviews and a white paper, either delivered by someone within your firm or elsewhere.
Practice speaking at conferences where your investors go to, not your competitors, and write at least one article per week on what you are learning, in order to synthesise your knowledge.
Target wealth management and financial planners, who have little knowledge on hedge funds, compared to institutional investors. There is a great opportunity here to provide them with detailed marketing material, each varied in terms of their sophistication. These wealth managers will in effect, act as a sales representative of your materials, to their high-net-worth clients, which is an extremely powerful tool.

The educational marketing strategy can be an effective tool for raising capital.

Your friends here at https://investmentcertifications.com

When I tell hedge fund managers about the power of copywriting in capital raising, they sometimes are completely unfamiliar with the term copywriting. In the following video, I talk about the value of copywriting in marketing your hedge fund.

Video Transcript/Summary: The strategies and tips provided within this video module include:

Writing copy or sales letters is the most overlooked form of marketing in the hedge fund industry.
The difference between a $1 bill and a $100 bill is the message on the paper. As a result, one is more greatly valued than the the other. The same can be said of the difference between the typical hedge fund marketing materials compared to that of the top hedge fund marketing materials.
Marketing material written, using powerful words and strategies, will ensure your marketing materials are portrayed in a clear and robust manner.
The headlines of your sales letters, subject lines of your emails and first words of speeches and communication are most important. It can take hours to craft an attention grabbing headline but failure to grab the audiences attention immediately leads to no relationships being built.
Hedge Funds, family offices and private equity groups spend $20,000 on marketing every year. However, many fail to differentiate themselves by engaging in the industry standard marketing practices. Whilst graphic designers serve a purpose, insightful tips and lessons can be gleaned from working with a copywriter, in addition to providing a clear roadmap for your marketing.
Every investment fund uses emails and investor sales letters. Without the expertise of a copywriter, you may not be building the relationships possible in your communication, or worse still, you might actually be turning off your audience without knowing it.
Investment funds of all types are generally set up by successful traders and portfolio managers whilst very few are started by marketers. Therefore, most hedge funds lack the skill for niche marketing.
99% of the investment fund industry will not be using copywriting best practices in any way. Therefore if a fund can just use 20%, they will be that much better off.

Copywriting is too often overlooked as a capital raising technique and the sooner that you embrace copywriting the better.

Your friends here at https://investmentcertifications.com

Login / Register

Educational Marketing Strategy

Capital Raising Copywriting

Contact

Certifications

Company

Login / Register

Contact

Certifications

Company

Save your cart?