Author Archives: Matt

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.┬á 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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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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No Comment: Our FINRA Letter Finally Arrives

Our compliance ship came in today. After months of waiting and extraordinary service from Ken in VSR‘s compliance department (one of their advisors signed up for an Advisor-Branded Marketing Platform (AMP)), we received a No Comment Letter from FINRA: This is great news for any advisor who wants to use AMP and currently has to […]

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Engage. Qualify. Meet.

A summary of some of the latest new features for the Advisor-Branded Marketing Platform focused on prospect engagement, qualification and setting up a first meeting.

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Find new clients in 2010

Start off 2010 by engaging and qualifying up to 200 of your contacts with a free email marketing campaign from Boulevard R. With this new feature, advisors have been getting off-the-charts results, with an average of 7.7% of email recipients registering and getting Starter Roadmaps (0.5-1.0% is considered good). Here is an example of the […]

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The case for sending reminders

As we started sending out email marketing campaigns for advisors this week, I took some time to go back and explore the metrics behind the campaign that led to this new email feature. When we created the initial email marketing campaign for an advisor in the Washington DC area, we were really blown away by […]

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Have an email list? We’ll qualify it for you!

Boulevard R is in the process of testing out a new feature for AMP: Email marketing. We’ve had initial success with this- a trial with an advisor in the Washington DC area got a 6% conversion rate (0.5-1% is considered good). Here’s our offer: If you have an old list of prospects or an eNewsletter […]

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FPA NexGen Goes to Anaheim

Last weekend I took a quick trip down to Anaheim for FPA’s NexGen Community of Interest annual conference. Previous conferences had been stand alone, but this year the NexGen conference was lumped in with the FPA national conference (which started the following day at the Anaheim Convention Center). Here are some of my highlights: Middle […]

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Setting AMP Free

Sometime soon we’re going to lead a new release of the Advisor-Branded Marketing Platform (AMP) out of the barn and set it free. That’s right, AMP will be available for free. No commitments. Free forever. Part of our motivation for offering AMP for free is to make it more widely available, while delivering more value […]

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