Tag Archives: New clients

Jay Peroni: “Don’t use Boulevard R!”

Find out how Jay Peroni CFP®, author of The Faith-Based Investor, gets 3-5 new prospects a day and why he doesn’t want you using Boulevard R’s software (he then jokes “I don’t want my competition figuring out what I’m doing” at around minute 13 in the second video). We interviewed Jay at his home in […]

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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 […]

Posted in Advisor Marketing, Advisor-Branded Marketing Campaign (AMP), email marketing, News | Also tagged , , | 1 Comment

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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