Recessions and retirement savings
So what happens when the economy hits a bump and some of the luster comes off the nation’s financial outlook? Do people modify their behavior so that they can still save for retirement or do they just...
View ArticleA new direction
Boulevard R has made a pretty significant adjustment in how we approach financial planning. Up until about a month ago, we were focused on retirement planning. But over the course of talking with...
View ArticleHiatus
Since FinovateStartup at the end of April, Boulevard R has been busy developing and building out a comprehensive platform for delivering personalized, unbiased advice. To really understand financial...
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What’s happened to trust?
In an up-market almost anyone can make money on their investments, but if the last few weeks of market turmoil have proven anything, it’s that it is impossible to know what will happen next. While...
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Best Marketing Idea in the Last Two Years
Jay Peroni, who is the president and CEO of Values First Advisors, is one of Boulevard R’s most successful advisors, averaging one new client per month with our software. This is his answer to a...
View Article5% is 100%
As many retirement advisors are keenly aware of, regulatory change seems to be coming to the 401(k) world. Part of the reason that we’re paying attention to this space at Boulevard R, is because we’ll...
View ArticleSetting 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...
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The case for sending reminders
As we started sending out email marketing campaigns for advisors this week, I took some time to go back and explore the metrics behind the campaign that led to this new email feature. When we created...
View ArticleYou’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...
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Boulevard R Partners with FPA
We are happy to announce that Boulevard R has partnered with the Financial Planning Association® (FPA) to offer our software to consumers through FPA’s consumer website. Our long-standing...
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