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 (we were [...]
By admin | Published:
January 26, 2010
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 [...]
By admin | Published:
January 20, 2010
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.
By Matt | Published:
January 14, 2010
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.
By Matt | Published:
October 21, 2009
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 list [...]
By Matt | Published:
June 24, 2009
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 identified:
If [...]
By admin | Published:
April 9, 2009
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 far. [...]
By Matt | Published:
February 20, 2009
For this month’s edition of Bob Veres’s monthly newsletter, Inside Information, he decided to profile Boulevard R’s Advisor-Branded Marketing Platform (AMP), even though we haven’t launched yet. We’ll be doing that at the T3 conference in Dallas next week.
Michael Kitces was kind enough to introduce us and during the interview and subsequent communication, Bob asked [...]
By admin | Published:
January 14, 2009
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 [...]
Posted in AMP | Tagged AMP, morningstar |
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 run [...]