Tag Archives: Advisor-Branded Marketing Campaign (AMP)

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 […]

Posted in Advisor Marketing, Advisor-Branded Marketing Campaign (AMP), FINRA | Also tagged , , , | Leave a comment

New! AMP Best Practices Group

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.

Posted in Advisor Marketing, Advisor-Branded Marketing Campaign (AMP), Support | Also tagged , , | Leave a comment

Have an email list? We’ll qualify it for you!

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 […]

Posted in Advisor Marketing, Advisor-Branded Marketing Campaign (AMP), email marketing | Also tagged , , | Leave a comment

A new profile for the “Fighting Gobblers”

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 […]

Posted in Advisor-Branded Marketing Campaign (AMP) | Also tagged | Leave a comment

Bob Veres & “the future of planning”

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 […]

Posted in Advisor-Branded Marketing Campaign (AMP) | Also tagged | Leave a comment

Dave Drucker Scoops AMP

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 Advisor-Branded Marketing Campaign (AMP) | Also tagged | Leave a comment

Since the NY Times now knows…

When we first started talking about the idea that would grow into Boulevard R in June of 2005, we saw ourselves as a consumer facing site.  We recognized that the majority of Americans didn’t have access to affordable, independent advice and set out to fix that. We’ve now come to the realization that we can’t […]

Posted in Advisor-Branded Marketing Campaign (AMP) | Also tagged | 4 Comments