Insights Matter! Here Is Why

.Getting to your right audience with the right message is critical to the growth of your organization. Harvest community interest report brings you detailed insights into the behavior of financial advisors and institutional investors. To make sense of it all, here are three steps that will make the insights in this report more actionable for you!

1. In the content marketing world, “consistent, consumer-driven content is key ” . The internet is inundated with content and trying to get your insights in front of the right investors can be difficult, especially since you’ll be competing with content creators bigger than yourselves. So how do you get in front of the right audience? Simple, publish content that’s current with your target audience, and in the format most receptive to them. This interest report will give you these insights for both, financial advisors and institutional investors. Take that in for a second. Great! Now we have a unique window into how we can reach this specific target audience and engage, helping us to curate content that is driven by the consumer.
    

2. “Think about changing the mantra from always be closing, to always be helping.” - Jonathan Lister, LinkedIn.
   
   Focusing on being helpful and not on selling, is another modern marketing technique that driving client success. Advisors and Investors access our platform (Harvest) to gain valuable insights from firms at the forefront of the investment industry. These insights look to solve the needs of this community. Having first-hand knowledge of the current needs of your audience is critical in your sales process, differentiating your firm from the competition. This competitive advantage takes us back to the original point, this interest report will arm you with the knowledge to be helpful to your audience, a sure fire way to build trust with your most important relationships.

3. For your existing clients, it’s about delivering on the experiences they bought into and moving beyond those expectations. Jeff Bezos puts it into perspective:
   
   “It’s our job every day to make every important aspect of the customer experience a little bit better.” - Jeff Bezos
   
   This really shouldn’t come as a surprise, with the market place crowded, and little differentiation from one firm to the next client experience is fast becoming more important. Therefore, getting an inside look into the worldview of your clients can really help deliver an optimized client experience. This is where the interest report can be helpful in shaping your client experience.

Click the link below to access the interest report and find out what’s piquing the curiosity of financial advisors and Institutional Investors.