Comments for What's New at Boulevard R http://blog.boulevardr.com Helping financial service professionals get ahead Sun, 21 Mar 2010 18:53:34 +0000 hourly 1 Comment on FPA NexGen Goes to Anaheim by Matt Iverson http://blog.boulevardr.com/2009/10/13/fpa-nexgen-goes-to-anaheim/comment-page-1/#comment-313 Matt Iverson Wed, 14 Oct 2009 15:45:58 +0000 http://blog.boulevardr.com/?p=275#comment-313 Hey Bill, thanks for reading. I was hoping that I'd meet you at NexGen. Maybe next time. Boulevard R has always been about serving the middle market. The great thing about the new platform and the email marketing features that we're optimizing is that it also has great client acquisition/marketing/operational efficiency benefits for advisors as well. Hey Bill, thanks for reading. I was hoping that I’d meet you at NexGen. Maybe next time.
Boulevard R has always been about serving the middle market. The great thing about the new platform and the email marketing features that we’re optimizing is that it also has great client acquisition/marketing/operational efficiency benefits for advisors as well.

]]> Comment on FPA NexGen Goes to Anaheim by Bill Winterberg http://blog.boulevardr.com/2009/10/13/fpa-nexgen-goes-to-anaheim/comment-page-1/#comment-312 Bill Winterberg Wed, 14 Oct 2009 03:56:53 +0000 http://blog.boulevardr.com/?p=275#comment-312 I appreciate you sharing your experience at the FPA NexGen 2009 conference. I hope BoulevardR's service model continues to help advisors meet the financial planning needs of the middle market. I appreciate you sharing your experience at the FPA NexGen 2009 conference. I hope BoulevardR’s service model continues to help advisors meet the financial planning needs of the middle market.

]]> Comment on Since the NY Times now knows… by Bob Richards http://blog.boulevardr.com/2008/12/11/since-the-ny-times-now-knows/comment-page-1/#comment-208 Bob Richards Wed, 21 Jan 2009 00:05:42 +0000 http://blog.boulevardr.com/2008/12/11/since-the-ny-times-now-knows/#comment-208 I have just taken a quick look at what you offer and think it is right on for the consumer and the advisor. <a href="http://www.javelinmarketing.com" rel="nofollow">Financial advisor marketing</a> is in its infancy compared to the evolution in other fields BoulevardR pushes the evolution positively forward. I have just taken a quick look at what you offer and think it is right on for the consumer and the advisor. Financial advisor marketing is in its infancy compared to the evolution in other fields BoulevardR pushes the evolution positively forward.

]]> Comment on Since the NY Times now knows… by Bill Winterberg http://blog.boulevardr.com/2008/12/11/since-the-ny-times-now-knows/comment-page-1/#comment-204 Bill Winterberg Thu, 01 Jan 2009 19:17:08 +0000 http://blog.boulevardr.com/2008/12/11/since-the-ny-times-now-knows/#comment-204 Hi Matt, I just read <a href="http://advisor.morningstar.com/articles/article.asp?s=0&docId=15987&pgNo=1" rel="nofollow">David Drucker's coverage of Boulevard R in Morningstar Advisor.</a> It's great to see such positive coverage and I hope 2009 brings lots of success to the business. All the best, Bill Hi Matt,

I just read David Drucker’s coverage of Boulevard R in Morningstar Advisor.

It’s great to see such positive coverage and I hope 2009 brings lots of success to the business.

All the best,
Bill

]]> Comment on Since the NY Times now knows… by admin http://blog.boulevardr.com/2008/12/11/since-the-ny-times-now-knows/comment-page-1/#comment-206 admin Fri, 12 Dec 2008 07:26:44 +0000 http://blog.boulevardr.com/2008/12/11/since-the-ny-times-now-knows/#comment-206 Bill, the B2B model, white labeled for advisors, will allow planners to more effectively help every prospect by either providing them with an evaluation of whether they're on track, a Starter Roadmap and a Dashboard if they're not qualified or if the prospect is qualfieid, they'll get a Starter Roadmap and hopefully a new independent financial advisor. Don't think of this as a referral network, because it's not. Since everything in the workflow is automated (Goals Module, Starter Roadmap and Dashboard) there is no need for the planner to actually deliver any financial planning services. They basically flip the switch and use the platform as a way to qualify prospects. Even if the prospect decides not to work with the advisor, at least they'll have gotten an introduction to the value of planning and can opt for the Dashboard where they'll get step-by-step expert guidance on achieving their goals. In addition, one of the key value propositions that Michael Kitces pointed out is that besides the advisor getting a new source of highly qualified leads (via prospect referrals, Google searches, AdWords, follow up emails from seminars, traffic from their firm's site from prospects interested in a complimentary Starter Roadmap, etc.) that they can keep the non-qualified prospects engaged with drip emails and useful content on the Dashboard, while tracking them over time until they become qualified. This way the consumer gets something of significant value for free and the advisor never alienates the consumer by having to say, "Sorry, you don't have enough money for me to be able to help you." Essentially, it's the ability for the advisor to put their marketing efforts on autopilot and have their prospects do their marketing for them. I'd be happy to give you a demo. We're also relaunching our site next week and it should provide a lot more detail on how we plan to help independent advisors help all Americans. Bill, the B2B model, white labeled for advisors, will allow planners to more effectively help every prospect by either providing them with an evaluation of whether they’re on track, a Starter Roadmap and a Dashboard if they’re not qualified or if the prospect is qualfieid, they’ll get a Starter Roadmap and hopefully a new independent financial advisor.

Don’t think of this as a referral network, because it’s not.

Since everything in the workflow is automated (Goals Module, Starter Roadmap and Dashboard) there is no need for the planner to actually deliver any financial planning services. They basically flip the switch and use the platform as a way to qualify prospects. Even if the prospect decides not to work with the advisor, at least they’ll have gotten an introduction to the value of planning and can opt for the Dashboard where they’ll get step-by-step expert guidance on achieving their goals.

In addition, one of the key value propositions that Michael Kitces pointed out is that besides the advisor getting a new source of highly qualified leads (via prospect referrals, Google searches, AdWords, follow up emails from seminars, traffic from their firm’s site from prospects interested in a complimentary Starter Roadmap, etc.) that they can keep the non-qualified prospects engaged with drip emails and useful content on the Dashboard, while tracking them over time until they become qualified. This way the consumer gets something of significant value for free and the advisor never alienates the consumer by having to say, “Sorry, you don’t have enough money for me to be able to help you.”

Essentially, it’s the ability for the advisor to put their marketing efforts on autopilot and have their prospects do their marketing for them. I’d be happy to give you a demo. We’re also relaunching our site next week and it should provide a lot more detail on how we plan to help independent advisors help all Americans.

]]> Comment on Since the NY Times now knows… by Bill Winterberg http://blog.boulevardr.com/2008/12/11/since-the-ny-times-now-knows/comment-page-1/#comment-205 Bill Winterberg Fri, 12 Dec 2008 06:42:44 +0000 http://blog.boulevardr.com/2008/12/11/since-the-ny-times-now-knows/#comment-205 It's not clear to me how the B2B model and the Advisor Branded Marketing Platform will help more consumers obtain affordable, independent advice. It's one thing to provide a referral network to direct prospects to advisers, but it's a completely different task for an adviser to deliver financial planning services to clients profitably. I'll stay tuned as perhaps my questions will be answered in the upcoming Morningstar article. It’s not clear to me how the B2B model and the Advisor Branded Marketing Platform will help more consumers obtain affordable, independent advice. It’s one thing to provide a referral network to direct prospects to advisers, but it’s a completely different task for an adviser to deliver financial planning services to clients profitably.

I’ll stay tuned as perhaps my questions will be answered in the upcoming Morningstar article.

]]> Comment on The P in Personal Finance also Stands for Patience by Welcome to Carnival of Personal Finance #122 at Mighty Bargain Hunter http://blog.boulevardr.com/2007/10/12/the-p-in-personal-finance-also-stands-for-patience/comment-page-1/#comment-152 Welcome to Carnival of Personal Finance #122 at Mighty Bargain Hunter Mon, 15 Oct 2007 14:18:50 +0000 http://blog.boulevardr.com/2007/10/12/the-p-in-personal-finance-also-stands-for-patience/#comment-152 [...] on the Boulevard to Retirement we see That PF and patience both start with a P. With Money and Such I will tend to agree That stocks are not safe and it’s time that we [...] [...] on the Boulevard to Retirement we see That PF and patience both start with a P. With Money and Such I will tend to agree That stocks are not safe and it’s time that we [...]

]]> Comment on The P in Personal Finance also Stands for Patience by mariettedanielle http://blog.boulevardr.com/2007/10/12/the-p-in-personal-finance-also-stands-for-patience/comment-page-1/#comment-154 mariettedanielle Fri, 12 Oct 2007 16:49:29 +0000 http://blog.boulevardr.com/2007/10/12/the-p-in-personal-finance-also-stands-for-patience/#comment-154 Just to clarify, I like Dave Ramsey too, his debt-reduction plan is solid and he has really good advice for people. :) Just to clarify, I like Dave Ramsey too, his debt-reduction plan is solid and he has really good advice for people. :)

]]> Comment on The P in Personal Finance also Stands for Patience by felipealbertao http://blog.boulevardr.com/2007/10/12/the-p-in-personal-finance-also-stands-for-patience/comment-page-1/#comment-153 felipealbertao Fri, 12 Oct 2007 06:32:17 +0000 http://blog.boulevardr.com/2007/10/12/the-p-in-personal-finance-also-stands-for-patience/#comment-153 I have to confess that I'm a Dave Ramsey fan! :) I totally agree with your post, and I also would add another keyword: Constancy. I believe the key to personal finance is to be able to stick to a long-term plan (whatever that it), even if it's a minimal amount. That's why Dave Ramsey calls his plan "baby steps": Small actions that amount to a big pay-off at the end -- But only if you stick to the plan! I have to confess that I’m a Dave Ramsey fan! :) I totally agree with your post, and I also would add another keyword: Constancy. I believe the key to personal finance is to be able to stick to a long-term plan (whatever that it), even if it’s a minimal amount. That’s why Dave Ramsey calls his plan “baby steps”: Small actions that amount to a big pay-off at the end — But only if you stick to the plan!

]]> Comment on The Marriage Counselor of Retirement Planning by www.bestretirementadvisor.info » The Marraige Counselor of Retirement Planning http://blog.boulevardr.com/2007/10/04/the-marraige-counselor-of-retirement-planning-2/comment-page-1/#comment-149 www.bestretirementadvisor.info » The Marraige Counselor of Retirement Planning Sun, 07 Oct 2007 16:40:38 +0000 http://blog.boulevardr.com/2007/10/04/the-marraige-counselor-of-retirement-planning-2/#comment-149 [...] Matt wrote a fantastic post today on “The Marraige Counselor of Retirement Planning”Here’s ONLY a quick extractA process that is trackable and simulates the best practices used in the independent financial planning community.Everyone wants a secure retirement. Companies who can clearly lay out the path to get there, while also providing the … [...] [...] Matt wrote a fantastic post today on “The Marraige Counselor of Retirement Planning”Here’s ONLY a quick extractA process that is trackable and simulates the best practices used in the independent financial planning community.Everyone wants a secure retirement. Companies who can clearly lay out the path to get there, while also providing the … [...]

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