Category Archives: email marketing

You’re a financial advisor, not a financial marketer

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 [...]

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Engage. Qualify. Meet.

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.

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Find new clients in 2010

By Matt | Published: January 5, 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 [...]

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The case for sending reminders

By Matt | Published: November 6, 2009

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!

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 [...]

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