Monthly Archives: March 2010

Small video examples

Below are different sized versions of the same educational video, which illustrates how the Boulevard R software works for consumers, along with the code that you can put on a website to embed the video. It’s a good idea to accompany the video with a website button (embed code can be downloaded from the Advisor […]

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You’re a financial advisor, not a financial marketer

Financial advisors are generally challenged when it comes to marketing. Advisors didn’t get into the business in order to be marketers, but with an increasingly difficult and competitive business environment, they’re now having to focus on business development much more than in recent years. I spent last week at FPA’s Business Solutions conference in Dallas […]

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