Tag Archives: Advisor Marketing

How the Advisor Management Interface works

As an advisor, you’ll have access to the Advisor Management Interface, where you can manage your search optimized profile, set the calculation assumptions and communicate with prospects who sign up for a Starter Roadmap. You’ll also have access to marketing tools including website buttons and promotional fliers. You can take a tour of the Advisor […]

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Find new clients in 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 the […]

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FPA NexGen Goes to Anaheim

Last weekend I took a quick trip down to Anaheim for FPA’s NexGen Community of Interest annual conference. Previous conferences had been stand alone, but this year the NexGen conference was lumped in with the FPA national conference (which started the following day at the Anaheim Convention Center). Here are some of my highlights: Middle […]

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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 […]

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