{"id":333472,"date":"2023-09-08T14:50:17","date_gmt":"2023-09-08T18:50:17","guid":{"rendered":"https:\/\/qa.bluevaultpartners.com\/?p=333472"},"modified":"2023-10-12T11:50:11","modified_gmt":"2023-10-12T15:50:11","slug":"third-party-information-is-invaluable","status":"publish","type":"post","link":"https:\/\/qa.bluevaultpartners.com\/third-party-information-is-invaluable\/","title":{"rendered":"Third-Party Information Is Invaluable"},"content":{"rendered":"

Third-Party Information Is Invaluable\u00a0\u00a0<\/h1>\n

August 31, 2023 | Marketing Intent<\/a><\/p>\n

Financial advisors love getting third-party information from asset managers. This is what we\u2019ve been hearing in the field. Why? Read on for the many reasons third-party information can be a powerful tool for asset managers and how it helps financial advisors.\u00a0<\/p>\n

Building Trust\u00a0
\n<\/strong>
\nWe all love telling our own story\u2026and when we do, we highlight the positives. Providing third-party information to advisors about your offering or your asset class helps build trust because you\u2019re not shying away from sharing someone else\u2019s perspective \u2013 which can be perceived as a more balanced perspective with pros and cons. Financial advisors need the whole picture on what you\u2019re offering and the asset class you\u2019re working within to feel comfortable presenting your investment opportunities to clients.\u00a0\u00a0<\/p>\n

Sharing third-party information with financial advisors also demonstrates that you\u2019re willing to share perspectives on your firm, offerings and asset classes that go beyond tapping into your sales team and senior management team. Financial advisors appreciate these varied perspectives and transparency.\u00a0<\/p>\n

Where to Find Third-Party Resources\u00a0
\n<\/strong>
\nThere are many credible and reputable sources for market outlooks on alternative investments, various types of offerings and asset classes. Find the 3-4 sources your firm is comfortable with and continuously monitor them for articles and insights relevant to you. For deeper dive third-party information on your firm and offering, you can also use your due diligence report (e.g., Fact Right) as a third-party resource.\u00a0\u00a0<\/p>\n

Third-Party Content as a Value-Add\u00a0
\n<\/strong>
\nCreating original content can be time consuming. Use value-add content to supplement your original content\u2026and think beyond just your offering. Maybe you see an article that can help advisors with practice management\u2026push it out to the sales team as another touchpoint. And the sales team can do this on their own as well based on advisor interests. They can send something to an advisor that may relate to a personal interest in an email saying, \u201cHey John, I was just thinking about you when I read this. I thought it would be very beneficial, I know we talked about this the other day.\u201d It helps advisors know the sales team is listening and helps to build relationships.\u00a0<\/p>\n

Where to Use It
\n\u00a0\u00a0<\/strong>
\nUse third-party information to help fill your content calendar when your own development of content is light. You can send it out in mass emails to advisors, post it on social media (this is especially useful for firms offering 506(b) offerings that are limited on marketing) and the sales team can use it to start or follow-up on conversations with advisors.\u00a0<\/p>\n

Starting the Conversation Continues It\u00a0
\n<\/strong>
\nWhen you start building conversations by sending out third-party information, you can become an advisor\u2019s go-to\u2026and the conversation continues. Advisors \u2013 producers and prospects \u2013\u00a0 are going to come to you with, \u201cYou\u2019ve always been so helpful with the information you provide. I really appreciate it.\u201d And that appreciation and transparency + trust.\u00a0<\/p>\n

If you would like to discuss how you can find more third-party information, share it with advisors, and help build trust, reach out to us<\/a>.\u00a0<\/p>\n

 <\/p>\n

<\/div>","protected":false},"excerpt":{"rendered":"

Financial advisors love getting third-party information from asset managers. This is what we\u2019ve been hearing in the field. Why? Read on for the many reasons third-party information can be a powerful tool for asset managers and how it helps financial advisors.\u00a0<\/p>\n","protected":false},"author":3681,"featured_media":333477,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"single-article.php","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[2725,2741,2743],"tags":[],"class_list":["post-333472","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing-intent","category-service-providers","category-service-provider-perspectives"],"acf":[],"yoast_head":"\nThird-Party Information Is Invaluable - Blue Vault<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/qa.bluevaultpartners.com\/third-party-information-is-invaluable\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Third-Party Information Is Invaluable - Blue Vault\" \/>\n<meta property=\"og:description\" content=\"Financial advisors love getting third-party information from asset managers. This is what we\u2019ve been hearing in the field. Why? Read on for the many reasons third-party information can be a powerful tool for asset managers and how it helps financial advisors.\u00a0\" \/>\n<meta property=\"og:url\" content=\"https:\/\/qa.bluevaultpartners.com\/third-party-information-is-invaluable\/\" \/>\n<meta property=\"og:site_name\" content=\"Blue Vault\" \/>\n<meta property=\"article:published_time\" content=\"2023-09-08T18:50:17+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-10-12T15:50:11+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/qa.bluevaultpartners.com\/wp-content\/uploads\/2023\/09\/marketing-intent.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"1000\" \/>\n\t<meta property=\"og:image:height\" content=\"722\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Hannah Kilgore\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Hannah Kilgore\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/qa.bluevaultpartners.com\/third-party-information-is-invaluable\/\",\"url\":\"https:\/\/qa.bluevaultpartners.com\/third-party-information-is-invaluable\/\",\"name\":\"Third-Party Information Is Invaluable - Blue Vault\",\"isPartOf\":{\"@id\":\"https:\/\/bluevaultpartners.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/qa.bluevaultpartners.com\/third-party-information-is-invaluable\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/qa.bluevaultpartners.com\/third-party-information-is-invaluable\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/qa.bluevaultpartners.com\/wp-content\/uploads\/2023\/09\/marketing-intent.jpeg\",\"datePublished\":\"2023-09-08T18:50:17+00:00\",\"dateModified\":\"2023-10-12T15:50:11+00:00\",\"author\":{\"@id\":\"https:\/\/bluevaultpartners.com\/#\/schema\/person\/89e0db3ed1fc59906b65e1f190bbb0c6\"},\"breadcrumb\":{\"@id\":\"https:\/\/qa.bluevaultpartners.com\/third-party-information-is-invaluable\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/qa.bluevaultpartners.com\/third-party-information-is-invaluable\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/qa.bluevaultpartners.com\/third-party-information-is-invaluable\/#primaryimage\",\"url\":\"https:\/\/qa.bluevaultpartners.com\/wp-content\/uploads\/2023\/09\/marketing-intent.jpeg\",\"contentUrl\":\"https:\/\/qa.bluevaultpartners.com\/wp-content\/uploads\/2023\/09\/marketing-intent.jpeg\",\"width\":1000,\"height\":722},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/qa.bluevaultpartners.com\/third-party-information-is-invaluable\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/qa.bluevaultpartners.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Third-Party Information Is Invaluable\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/bluevaultpartners.com\/#website\",\"url\":\"https:\/\/bluevaultpartners.com\/\",\"name\":\"Blue Vault Partners\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/bluevaultpartners.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/bluevaultpartners.com\/#\/schema\/person\/89e0db3ed1fc59906b65e1f190bbb0c6\",\"name\":\"Hannah Kilgore\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/bluevaultpartners.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/1b136ddd0cad6b708bd4839a349103b0?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/1b136ddd0cad6b708bd4839a349103b0?s=96&d=mm&r=g\",\"caption\":\"Hannah Kilgore\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Third-Party Information Is Invaluable - Blue Vault","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/qa.bluevaultpartners.com\/third-party-information-is-invaluable\/","og_locale":"en_US","og_type":"article","og_title":"Third-Party Information Is Invaluable - Blue Vault","og_description":"Financial advisors love getting third-party information from asset managers. This is what we\u2019ve been hearing in the field. Why? Read on for the many reasons third-party information can be a powerful tool for asset managers and how it helps financial advisors.\u00a0","og_url":"https:\/\/qa.bluevaultpartners.com\/third-party-information-is-invaluable\/","og_site_name":"Blue Vault","article_published_time":"2023-09-08T18:50:17+00:00","article_modified_time":"2023-10-12T15:50:11+00:00","og_image":[{"width":1000,"height":722,"url":"https:\/\/qa.bluevaultpartners.com\/wp-content\/uploads\/2023\/09\/marketing-intent.jpeg","type":"image\/jpeg"}],"author":"Hannah Kilgore","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Hannah Kilgore","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/qa.bluevaultpartners.com\/third-party-information-is-invaluable\/","url":"https:\/\/qa.bluevaultpartners.com\/third-party-information-is-invaluable\/","name":"Third-Party Information Is Invaluable - Blue Vault","isPartOf":{"@id":"https:\/\/bluevaultpartners.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/qa.bluevaultpartners.com\/third-party-information-is-invaluable\/#primaryimage"},"image":{"@id":"https:\/\/qa.bluevaultpartners.com\/third-party-information-is-invaluable\/#primaryimage"},"thumbnailUrl":"https:\/\/qa.bluevaultpartners.com\/wp-content\/uploads\/2023\/09\/marketing-intent.jpeg","datePublished":"2023-09-08T18:50:17+00:00","dateModified":"2023-10-12T15:50:11+00:00","author":{"@id":"https:\/\/bluevaultpartners.com\/#\/schema\/person\/89e0db3ed1fc59906b65e1f190bbb0c6"},"breadcrumb":{"@id":"https:\/\/qa.bluevaultpartners.com\/third-party-information-is-invaluable\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/qa.bluevaultpartners.com\/third-party-information-is-invaluable\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/qa.bluevaultpartners.com\/third-party-information-is-invaluable\/#primaryimage","url":"https:\/\/qa.bluevaultpartners.com\/wp-content\/uploads\/2023\/09\/marketing-intent.jpeg","contentUrl":"https:\/\/qa.bluevaultpartners.com\/wp-content\/uploads\/2023\/09\/marketing-intent.jpeg","width":1000,"height":722},{"@type":"BreadcrumbList","@id":"https:\/\/qa.bluevaultpartners.com\/third-party-information-is-invaluable\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/qa.bluevaultpartners.com\/"},{"@type":"ListItem","position":2,"name":"Third-Party Information Is Invaluable"}]},{"@type":"WebSite","@id":"https:\/\/bluevaultpartners.com\/#website","url":"https:\/\/bluevaultpartners.com\/","name":"Blue Vault Partners","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/bluevaultpartners.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/bluevaultpartners.com\/#\/schema\/person\/89e0db3ed1fc59906b65e1f190bbb0c6","name":"Hannah Kilgore","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/bluevaultpartners.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/1b136ddd0cad6b708bd4839a349103b0?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/1b136ddd0cad6b708bd4839a349103b0?s=96&d=mm&r=g","caption":"Hannah Kilgore"}}]}},"_links":{"self":[{"href":"https:\/\/qa.bluevaultpartners.com\/wp-json\/wp\/v2\/posts\/333472"}],"collection":[{"href":"https:\/\/qa.bluevaultpartners.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/qa.bluevaultpartners.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/qa.bluevaultpartners.com\/wp-json\/wp\/v2\/users\/3681"}],"replies":[{"embeddable":true,"href":"https:\/\/qa.bluevaultpartners.com\/wp-json\/wp\/v2\/comments?post=333472"}],"version-history":[{"count":4,"href":"https:\/\/qa.bluevaultpartners.com\/wp-json\/wp\/v2\/posts\/333472\/revisions"}],"predecessor-version":[{"id":351373,"href":"https:\/\/qa.bluevaultpartners.com\/wp-json\/wp\/v2\/posts\/333472\/revisions\/351373"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/qa.bluevaultpartners.com\/wp-json\/wp\/v2\/media\/333477"}],"wp:attachment":[{"href":"https:\/\/qa.bluevaultpartners.com\/wp-json\/wp\/v2\/media?parent=333472"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/qa.bluevaultpartners.com\/wp-json\/wp\/v2\/categories?post=333472"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/qa.bluevaultpartners.com\/wp-json\/wp\/v2\/tags?post=333472"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}