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.
Frequently Asked Questions
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.
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.
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.