Sales effectiveness is the key to any firm’s lasting success. Harborside Group’s expertise in developing highly-focused sales approaches and providing effective sales support can help steer your sales efforts in the right direction. Our expertise in national account sales, field sales and sales management can provide guidance on how best to penetrate intermediary channels.We work with and on behalf of selected asset management clients to better execute an effective sales approach that yields impressive asset gathering and retention results.
Sales Services
National account sales
Proactive internal sales
Sales management
Harborside Group’s team of industry experienced, creative marketing professionals can provide a full range of custom marketing services to support your sales and client retention efforts. We work closely with our clients’ internal departments to make certain that brand and messages are closely aligned, and that materials meet regulatory and compliance requirements.
Marketing Collateral
Fact sheets and product profiles
Manager commentaries
Sales and investment ideas
Pitchbooks
Whitepapers
Digital Marketing
eLert and eProspecting campaigns
Web design and content
Web maintenance
Conference Marketing
Conference displays
Pre- and post-conference campaigns
Gaining national visibility for your firm and investment products can be challenging. Performance alone often doesn’t do the job, and sales teams often have a limited reach. We provide comprehensive, proactive public relations services to increase national visibility for asset managers and financial services companies. Our primary emphasis is trade publications that cater to the professional buyer.
Our media contacts run deep and our clients enjoy the distinct advantage of relevant, proactive message development.
Public Relations Services
Proactive message development
Media execution
Media training
Article submission and ghost-written materials