Al Cavalieri

A Bit About Me and How I Operate

I currently serve as as a Managing Director and Head of Marketing & Strategy at CION Investments, an alternative investment manager, and co-founder of Seven Group, CION incubator, and platform that enables Financial Advisors market their practice more effectively. Prior to CION, I was a Vice President at BlackRock where I led digital experience, growth marketing, SEO, and syndication strategies across all major iShares and BlackRock initiatives.

How I Think About Business and Marketing Comes Down to Six Core Tenents

FOUNDATION BEFORE SCALE

You need the right foundation before you can scale any effort. Foundation is your why, your people, and your brand identity.

TRUST THROUGH CONTENT

Value-add content is the entry point to any brand and should be prioritized over any other type of content, whether that’s your product or service. Value-add creates trust.

RIGHT VS. WIDE

Going deep on the right audience vs. wide on a large audience matters. Being clear about customer direction is the only way to succeed.

THE KEY PLAYERS

You can do a lot with a little, you just need the key players in place to scale. Having the right team in place can make or break any effort.

A TESTING MINDSET

A testing and execution oriented mindset is the key puzzle piece to brand success. Ideas are great, but they are cheap and frequent.

DATA AT THE CORE

Data is the variable to success and can hurt or help any business. Focusing on the right data to drive change is the difference maker.

A Few Things I Believe in When it Comes to Operating

EVERYONE IS A MARKETER

Everyone should have a marketing mindset, no matter what role or team they’re in.

R&D THROUGH ACTION

Testing through various channels is the best way to learn about client behaviors.

SOLUTIONS SOLVED COLLECTIVELY

Solutions are best solved as a group. At the end of the day, it doesn’t matter who comes up with the solution.

PEOPLE CONNECT WITH PEOPLE

Your brand is your people and network. It doesn’t matter if you run a company or are solo act.

Companies I’ve Worked With

Let’s connect. Shoot me an email.

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The Blog

Covering all things business, marketing, and mindset.

7 Big Lessons Learned from Incubating a Startup Over the Past 12 months

Navigating the launch and growth of a first-year company in 2020 was probably one of the more unique experiences of all time. Doing while managing marketing for another business in growth mode – a whirlwind experience that brought a lifetime of wins, failures, and lessons.

Why Financial Advisors Need to Double Down on Marketing in 2020 (and What to Do About It)

Over the past year, we’ve had 50+ discussions with financial advisors about their business goals and how they plan to accomplish them. I can’t tell you how many times (over[…]

The 51/49 B2B Marketing Framework

Being in B2B marketing for the better part of a decade, I’ve cycled through the spectrum of what I believe drives impact from a marketing perspective. I’ve seen sales enablement[…]

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Building a brand in today's world can be complicated. I help with that.﻿﻿