Rick Kahler, M.S., CFP®

Kahler Financial Group
Rapid City, South Dakota

"I've been using the Advisor-Branded Marketing Platform for several months now and am very happy with how it's helped me increase my standing in Google searches. This was an unexpected benefit in addition to the other features.

The features certainly help save time when it comes to qualifying prospects."

Nicole T. Cole, MBA

Nicole Cole Financial Services Group
Largo, Maryland

"On my first email marketing campaign, I was surprised to see how many Starter Roadmaps were generated (over 35 prospects clicked and entered their information). I reviewed the automated Starter Roadmap deliverable and was very impressed with its quality. Not only was I impressed, but my prospects were impressed.

From now on, whenever I give a presentation, I'll be using Boulevard R to help me qualify prospects. I love having a service that helps me stand out from the crowd."

Aaron Coates, CFP® CIMA

Elkhart, Indiana

"By being able to say "I can help" to everyone who comes to me, AMP delivers a unique way for me to build my brand in my local market. What's even better is that my "help" is automated, since the email marketing, hosting and creation of the Starter Roadmap is all handled by Boulevard R.

In the first month alone, several prospects contacted me through my AMP profile.

AMP is helping the financial planning profession gain scale by allowing us to serve those with scarce resources profitably and identify when someone is ready for more customized planning."

Leading Advisors Using Boulevard R's AMP

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