Monthly Archives: April 2010

Jay Peroni: “Don’t use Boulevard R!”

Find out how Jay Peroni CFP®, author of The Faith-Based Investor, gets 3-5 new prospects a day and why he doesn’t want you using Boulevard R’s software (he then jokes “I don’t want my competition figuring out what I’m doing” at around minute 13 in the second video). We interviewed Jay at his home in […]

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New Ways to Attract Prospects

Simple messages on attractive website buttons are a great way to drive traffic from your website to your landing page. So far, this traffic has come almost exclusively from buttons that an advisor puts on their own website (we strongly suggest they be prominently placed on the homepage). Now you can get your affiliates and […]

Posted in Advisor Marketing, Client referrals, Innovative marketing ideas, Online marketing, Social networking marketing | Tagged , , , | Comments closed

What Every Advisor Needs: A Marketing Plan

At the FPA® Business Solutions conference, it became painfully clear to us that advisors are too busy making financial plans to create a solid marketing plan. In order to help quickly ramp advisors up and get them started on the right path, for each advisor who signs up with a Performance or Firm plan, Boulevard […]

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Boulevard R Partners with FPA

We are happy to announce that Boulevard R has partnered with the Financial Planning Association® (FPA) to offer our software to consumers through FPA’s consumer website.  Our long-standing relationships with financial planners, particularly the NexGen group within FPA, is how we created most of the educational content on the Dashboard and in the Starter Roadmap. […]

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