What is RevBuilder360?

RevBuilder360 offers a comprehensive proactive marketing program that helps RIAs energize firm growth rather than solely rely on market appreciation or referrals to grow top and bottom-line results.

Customized investment and financial planning marketing material. Leverage high-quality content authored by Harborside’s marketing experts, including topical emails and articles, newsletters, firm profile, market recaps – all delivered in the firm’s brand.
A proactive approach. The program’s frequent marketing outreach provides consistent, personalized delivery of custom content with actionable steps to engage existing clients and prospects.
Compliance-approved materials. All materials are reviewed by Foreside, an industry-leading compliance consultant for wealth managers, to ensure that regulatory and compliance requirements are met and are ready for your firm’s internal compliance approval.
The potential to grow your firm. With RevBuilder360, firms can dedicate time to portfolio management and client services, leaving your firm’s marketing efforts to experienced professionals.

Frequently Asked Questions

RevBuilder360 was created by Harborside Group, an investment sales and financial marketing firm. The comprehensive proactive marketing program helps RIAs energize firm growth rather than relying on primarily market appreciation or referrals to grow top- and bottom-line results.
RevBuilder360 is ideal for those RIA firms that seek faster growth through providing financial planning and wealth management services to individuals and their families.

The program includes an array of custom content personalized in the RIA firm’s branding. The content includes an abundant inventory of financial and market driven topics to digitally deliver to clients and prospects.

Topical emails, financial and life-oriented articles, market recaps, quarterly newsletters, financial checklists, animated financial videos, and a firm profile are just some of the many materials found in RevBuilder360. Click here to see the different plans we offer. 

The materials have been reviewed by Foreside, an industry-leading compliance consultant for wealth managers, and meet compliance guidelines, ready for your in-house or third-party compliance firm to review. By leveraging experts in marketing and compliance, the administrative burden is reduced.

RevBuilder360 is easy to implement. RIAs work with a Harborside relationship manager to select custom content. Emails do not require deployment by RIAs. Harborside Group deploys the materials on behalf of the RIA firm and reports on actionable steps for the RIA to take.

Most marketing services for RIAs focus on websites and reactive marketing strategies that demand involvement from the business owner. RevBuilder360 provides high-quality materials, with compliance pre-vetted by Foreside, an industry-leading compliance consultant for wealth managers, and personalized in RIAs’ existing brand, along with proactive marketing campaigns deployed by Harborside Group.

RevBuilder360 is affordable and priced based on frequency of deployment and the magnitude of content use. The fee ranges from approximately $2,000 to $6,500 per month depending on the program level. Click here to see the different program plans.

Harness the power of proactive marketing by contacting Matt Nelson at Harborside or click here to request a program demonstration.

Founded in 2004, Harborside Group is an investment sales and financial marketing firm specializing in distribution for asset managers and financial advisors. Harborside’s first-hand knowledge of the marketplace enables them to develop effective campaigns for RIAs.

Do you have a question not listed above?

Contact us today and let us know how we can help.