How AMP Works
"The beauty of the [Boulevard R] Roadmap is its efficient work flow process."
Advisor Profile Page
The profile page is the starting point for Unknown Prospects, who find you through an online search or a reference from a friend. The profile page makes it easy for prospects to find you, learn more about your services and contact you directly. Typically, prospects reaching your profile page are already looking for you and are searching on your name.
Advisor Management Interface
The Advisor Management Interface allows you to easily set up email campaigns to prospects, manage your profile and access marketing tools to ensure AMP helps you find new clients. You'll also be able to access Next Steps based on best practices of financial advisors using the platform.
Interactive Goals Process
The goals process is a 5-step process to help prospects identify their goals and build their profile, while quikcly getting them to a meaningful result. It was designed with the help of leading behavioral economist Prof. Dan Ariely from MIT and Duke.
Online Dashboard
The Dashbaord is a valuable resource for prospects and includes actionable content on their financial goals, relevant articles based on their profile, the ability to track their net worth and the capability to run what "What if" scenarios.
Starter Roadmap Questionnaire
In order to efficiently gather information on prospects, the Starter Roadmap questionnaire asks about life events, goal assumptions, insurance and estate planning documents. This information then appears as next steps to consider in the Ways to Protect Yourself section in the prospect's Starter Roadmap.
Advisor-Branded Starter Roadmap
The advisor-branded Starter Roadmap is automatically generated by Boulevard R and delivers an attractive and detailed overview of how the prospect is doing financially. It is designed as a valuable teaser document to engage the prospect and give you an opportunity to explain how you can help.
Advisor Assesses Prospect Data
The power of AMP for advisors is the ability to help everyone and then quickly identify those prospects who could make good clients. In less than a minute, you can download and review a prospect's data through the Advisor Management Interface.
