Category Archives: Advisor-Branded Marketing Campaign (AMP)

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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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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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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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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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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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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What’s New- Profiles & Business Model

I think it’s fair to say that when we rolled out AMP, we over-promised what it could deliver right out of the gates.  In the three months since we launched the first profiles, we’ve learned several things from listening to consumers and advisors, as well as tracking the metrics. Here are the key issues we […]

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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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