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 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 [...]
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 [...]
By Matt | Published:
July 8, 2009
Boulevard R announces new retirement plan product and comments on the proposed 401(k) Fair Disclosure and Pension Security Act
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:
February 11, 2008
As the housing market does a nose dive in certain areas of the country and analysts suggest that we’re not yet through the worst of it as adjustable rate mortgages continue to reset, many people nearing retirement are getting a bit more anxious. Somewhere around 50% of Americans are counting on their home as a [...]
By admin | Published:
November 8, 2007
There was an op-ed in Investment News the other day that underscored the reason why consumers are distrustful of their financial providers and increasingly dissatisfied.
The article briefly discussed the scarcity of qualified financial advisors and then provided a first person account (from the perspective of a newly minted planner) of how the planner profession had [...]
By admin | Published:
October 2, 2007
By Mariette
It is well established by now that ongoing communication with your partner is the key to happy, healthy relationships. This applies to discussing each other’s views and habits with regards to money as well as what your goals are for the future and your retirement vision. Transparency, while often painful, is healthiest [...]
By admin | Published:
September 24, 2007
By Randy
I hear it from clients all the time, “My house is my best investment for retirement.†Unfortunately your “investment†is also the place you live and therefore is not really an investment. Don’t get me wrong, there are a lot of smart financial reasons to own a home, but don’t fool yourself [...]
By Mariette
This past year was a real eye opener for me. I never used to be concerned about health insurance; I was healthy, took good care of myself and never bothered with it unless I happened to have a job where it was part of the benefits. I had lived in Europe for [...]
