Capabilities
Our team offers deep expertise in sales and marketing management and execution, enabling your firm to be positioned most effectively to the intermediary marketplace. Our goal is to help you grow assets and develop advisor relationships.
ASSET MANAGEMENT SALES
Asset retention is the critical determinant of long-term profitability.
Sales effectiveness is the key to any firm's lasting success. Harborside's expertise in developing highly focused sales approaches and providing effective sales support can help steer your efforts in the right direction. Our expertise in national account sales, field sales and sales management can provide thoughtful guidance on how best to penetrate intermediary channels in a cost-effective manner. We work with and on behalf of select asset management clients to execute customized sales approaches that yield impressive asset gathering and retention results.
MARKETING FOR ASSET MANAGERS
Delivering well-coordinated, thoughtful, and complete marketing services.
Harborside's marketing team is comprised of experienced industry professionals who provide a full range of custom marketing services to support asset managers’ sales and asset retention efforts. The goal is a fully integrated sales and marketing effort to help build your firm's assets. We work closely with our clients' internal departments to closely align your brand and messages to develop materials that meet regulatory and compliance requirements.
MARKETING SERVICES FOR FINANCIAL ADVISORS
A turnkey proactive marketing program personalized for your brand.
A comprehensive business solution is needed for Financial Advisors who desire to grow their business. Harborside offers a seamless marketing approach to elevate your brand appeal and awareness. The goal is to help you acquire new clients and gather more assets and improve the satisfaction of your existing clients. Our high-touch program includes proprietary content delivered with your firm’s branding to your clients and prospects. All materials are reviewed by Foreside Fund Services, one of the nation’s leading compliance organizations and Harborside’s program partner, to ensure that regulatory and compliance requirements are met.
