Author Archives: ari

Meet and More: AMP’s latest release

With the new release we pushed out today, AMP now has the ability to allow prospects to opt-in for a complimentary consultation. This strengthens our new mantra of: Engage. Qualify. Meet. The goals process engages prospects (76% of known users who enter through an email campaign complete the interactive goals process), then qualifies them so […]

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New! AMP Best Practices Group

There is now a new online group for AMP advisors that provides them with new ideas and ways to use Boulevard R’s software to automate marketing and find new clients.

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A new profile for the “Fighting Gobblers”

Boulevard R started out with the mission to make independent financial advice accessible for all consumers.  During the course of trying to make this happen, we’ve realized a few things: Personal financial content works best when there is a real person on the other side of table.  A computer monitor will only get you so […]

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Dave Drucker Scoops AMP

A couple of months ago, Dave Drucker contacted Boulevard R, since we were quoted in an InvestmentNews story about how younger planners feel a need to serve Middle Market consumers.  Over the course of the interview, I started talking about the new service we were rolling out for independent financial advisors and his curiosity was […]

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Since the NY Times now knows…

When we first started talking about the idea that would grow into Boulevard R in June of 2005, we saw ourselves as a consumer facing site.  We recognized that the majority of Americans didn’t have access to affordable, independent advice and set out to fix that. We’ve now come to the realization that we can’t […]

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What’s happened to trust?

In an up-market almost anyone can make money on their investments, but if the last few weeks of market turmoil have proven anything, it’s that it is impossible to know what will happen next. While these are certainly difficult times, we feel that independent, unbiased financial advice has never been more needed than it is […]

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Hiatus

Since FinovateStartup at the end of April, Boulevard R has been busy developing and building out a comprehensive platform for delivering personalized, unbiased advice.  To really understand financial planning and how it is delivered, we’ve been working closely with some of the leading independent financial planners in the US, particularly within the Financial Planning Association […]

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A new direction

Boulevard R has made a pretty significant adjustment in how we approach financial planning. Up until about a month ago, we were focused on retirement planning. But over the course of talking with users, experts, friends and strangers, we came to the realization that what consumers are more focused on are their immediate financial goals. […]

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Recessions and retirement savings

So what happens when the economy hits a bump and some of the luster comes off the nation’s financial outlook?  Do people modify their behavior so that they can still save for retirement or do they just worry more because it’s something that they’re increasingly unable to do. If what’s happening with retirement accounts is […]

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Communing with late stage retirement

I just spent the last week getting in touch with what life feels like at the end of retirement. The flu set in and I spent my days just hoping for the next to be a little less painful. And it made me think that I don’t want to be spending my retirement isolated in […]

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