By Matt | Published:
October 21, 2010
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 [...]
By Matt | Published:
August 20, 2010
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, [...]
By Matt | Published:
June 30, 2010
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 [...]
By Matt | Published:
June 2, 2010
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 [...]
By Matt | Published:
June 2, 2010
Among the new features in the latest release we pushed out this week, they key feature allows prospects to sign up sooner on the Results page. Not everyone makes it to the Dashboard, so we’ve created a new tab that lets users learn a bit more about about the Starter Roadmap and even view a [...]
By Matt | Published:
April 21, 2010
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 [...]
By Matt | Published:
April 16, 2010
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 [...]
By Matt | Published:
April 14, 2010
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 [...]
By Matt | Published:
March 9, 2010
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 [...]
