Author Archives: Matt

How the Advisor Management Interface works

As an advisor, you’ll have access to the Advisor Management Interface, where you can manage your search optimized profile, set the calculation assumptions and communicate with prospects who sign up for a Starter Roadmap. You’ll also have access to marketing tools including website buttons and promotional fliers. You can take a tour of the Advisor […]

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Advisors helping their community

Everyone needs an independent financial assessment, right? Boulevard R’s software, branded for financial advisors does just that.  We help advisors better serve their community by providing a quick, meaningful answer to the question “Am I financially on track?” for every person who takes 5 minutes to complete the interactive, visual goals process. On top of […]

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New Product: Helping Top Retirement Plan Advisors Get Ahead for Free

Boulevard R’s new Retiremap product is designed to improve retirement plan participant outcomes with more engaging education, while limiting plan sponsor fiduciary liability with automated 404(c) compliance and helping plan advisors uncover new ways to deliver value-added services. Since plan advisors are who we know best, we’re providing them with customized data sheets that they […]

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Generate PR for Your New Service with a Press Release

One way you can garner some attention once you’ve signed up for one of the Boulevard R plans is to circulate a press release. Here is a press release that Steve Stanganelli recently created: Baby Boomer Retirement Pros Offer New Free DIY Online Starter Roadmap with Dashboard Tool Kit By Steve Stanganelli Dated: Aug 12, […]

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A Look into the Future: Boulevard R Profiled as Top Innovator

Boulevard R was recently profiled as a top innovator in a comprehensive industry study completed by Hearts & Wallets. The study, Competing in the Next Great Financial Services Battleground: Strategies and Tactics for Winning the Hearts & Wallets of Mid-Career Accumulators, highlights Boulevard R as a leading example of Accumulation‐focused Advisory Services.  They defined this […]

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Why Bonnie Hughes CFP® swears by “fresh air marketing”

Bonnie Hughes has a unique approach to marketing.  It’s called “fresh air marketing” and from what we can tell, it doesn’t have anything to do with the NPR program with Terry Gross, nor does it involve hanging out in nature. In this interview, Bonnie details how she: Structures her time to make sure she’s out […]

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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 […]

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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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