Tag Archives: affiliate referrals

Advisors helping their community

Everyone needs an independent financial assessment, right? Boulevard R’s software, branded for financial advisors does just that.  We help advisors better serve their community by providing a quick, meaningful answer to the question “Am I financially on track?” for every person who takes 5 minutes to complete the interactive, visual goals process. On top of […]

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New Ways to Attract Prospects

Simple messages on attractive website buttons are a great way to drive traffic from your website to your landing page. So far, this traffic has come almost exclusively from buttons that an advisor puts on their own website (we strongly suggest they be prominently placed on the homepage). Now you can get your affiliates and […]

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