Category Archives: News

Boulevard R Partners with FPA

We are happy to announce that Boulevard R has partnered with the Financial Planning Association® (FPA) to offer our software to consumers through FPA’s consumer website.  Our long-standing relationships with financial planners, particularly the NexGen group within FPA, is how we created most of the educational content on the Dashboard and in the Starter Roadmap. […]

Posted in News | Leave a comment

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 […]

Also posted in Advisor Marketing, Advisor-Branded Marketing Campaign (AMP), email marketing | Tagged , , , | 1 Comment

The case for sending reminders

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 […]

Also posted in Advisor Marketing, email marketing | Tagged , , , , | Leave a comment

Setting AMP Free

Sometime soon we’re going to lead a new release of the Advisor-Branded Marketing Platform (AMP) out of the barn and set it free. That’s right, AMP will be available for free. No commitments. Free forever. Part of our motivation for offering AMP for free is to make it more widely available, while delivering more value […]

Posted in News | Tagged , , , | Leave a comment

5% is 100%

Boulevard R announces new retirement plan product and comments on the proposed 401(k) Fair Disclosure and Pension Security Act

Posted in News | Tagged , , , , , , | Leave a comment

Best Marketing Idea in the Last Two Years

Jay Peroni, is one of Boulevard R’s most successful advisors, averaging one new client per month with our software. This is his answer to a question about the “best marketing idea he’s implemented in the last few years.” We expected Jay might talk about some of his other successful marketing activities and plug Boulevard R […]

Also posted in Interviews, Social Ventures | Leave a comment

What’s happened to trust?

In an up-market almost anyone can make money on their investments, but if the last few weeks of market turmoil have proven anything, it’s that it is impossible to know what will happen next. While these are certainly difficult times, we feel that independent, unbiased financial advice has never been more needed than it is […]

Posted in News | Tagged , | Leave a comment

Hiatus

Since FinovateStartup at the end of April, Boulevard R has been busy developing and building out a comprehensive platform for delivering personalized, unbiased advice.  To really understand financial planning and how it is delivered, we’ve been working closely with some of the leading independent financial planners in the US, particularly within the Financial Planning Association […]

Posted in News | Tagged | Leave a comment

A new direction

Boulevard R has made a pretty significant adjustment in how we approach financial planning. Up until about a month ago, we were focused on retirement planning. But over the course of talking with users, experts, friends and strangers, we came to the realization that what consumers are more focused on are their immediate financial goals. […]

Posted in News | Tagged | Leave a comment

Recessions and retirement savings

So what happens when the economy hits a bump and some of the luster comes off the nation’s financial outlook?  Do people modify their behavior so that they can still save for retirement or do they just worry more because it’s something that they’re increasingly unable to do. If what’s happening with retirement accounts is […]

Posted in News | Tagged , | Leave a comment