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Foreside Launches Turnkey Marketing Service for RIAs

April 14, 2021

RIA Intel recently shared an exclusive interview covering the launch of RevBuilder360, an innovative marketing program designed to help RIAs elevate their firm’s brand and value proposition. Foreside is offering the program through collaboration with Harborside Group, an industry-leading marketing firm serving the financial services industry.

For as little as a couple of thousand dollars per month, financial advisors can leverage emails, articles, and newsletters with their company brand. Email is by far the best driver of traffic to advisor websites and, consequently, lead generation. And other than a phone call, most clients across generations prefer their advisor to communicate with them using email.

It’s a product that Foreside clients were already asking for, according to executives. The vast majority of advisors aren’t professional marketers, and their firms can’t afford to hire a full-time one. Outsourcing it allows RIAs to spend more time with clients or “do what they do best,” Bernard said.

Foreside’s Senior Managing Director of Client Development, Emmy Bernard, and Brian Nelson, President of Harborside Group, had an in-depth conversation with RIA Intel’s Michael Thrasher.  Click here to view the full article.