Overview

"If the system helps you to attract just $500,000 in new assets per year, it will more than pay for itself, and if it helps you attract millions per year, with less effort, which I believe it has the potential to do, it could turn out to be the best marketing investment you've ever made." Joel Bruckenstein in Morningstar Advisor

Get Found on the Internet

Your search-optimized advisor profile makes it easy for prospects to find you online (just google "joe pitzl").  Even better, they can contact you directly through your profile, while they learn about your areas of specialization, unique services and financial services experience.

   

Automatically Find Your Next Client

AMP's powerful email marketing features allow you to pre-register known prospects and email them an account activation link that collects their data so that you can effortlessly qualify them. AMP takes the engagement and qualification process one step further by letting prospects set up a first meeting.

   

Stand Out From Your Competition

Never turn away a potential client. Use AMP to deliver an appropriate level of service to everyone who seeks you out.  How many of your competitors can do that?  AMP can also be used to efficiently serve your clients' friends and family, while you position yourself as the "go-to" advisor in your local market.

   

We Respect Prospects' Privacy

Boulevard R respects the importance of any contact or personal information that is provided through the Advisor-Branded Marketing Platform and will not re-use, rent or sell any of the contact or profile information that either you or your prospects provide. Additionally, as an advisor, you will be able to set your privacy policy on your profile to inform prospects of how you will handle their information.

Clearing the Compliance Hurdle

Boulevard R's software is FINRA reviewed and has received a No Comment Letter.

We understand that many advisors have to check to make sure that any advertising or marketing material is acceptable to their broker-dealer's compliance department. Therefore, we took the time to submit a complete package to FINRA and can provide our FINRA No Comment Letter upon request.

Additionally, advisors have complete control over editing the content of their profile through the Advisor Management Interface, which is accessible upon signing up.