Video Tour
"I think I’m finally looking at the way the next generation of planners...will offer the planning service when they finally take the reins of the profession."
Short Tour of AMP
Online Profile Optimized for Search
Your Boulevard R hosted profile makes it easy for prospects to find you and contact you. Most prospects doing online searches already know who you are and are searching on your name. To see how this works, just google "joe pitzl" who is one of the early sign ups.
Email Marketing Made Easy
AMP allows you to easily and effectively qualify your prospects. Whether it's a list of contacts from your eNewsletter, seminars, recent contacts or client referral, you can just send an email with an activation link that automatically registers the recipient.
Engaging Goals Process
The goals process was designed with the help of the leading behavioral economist Prof. Dan Ariely from MIT and Duke. It engages prospects around their goals and quickly answers the question "Am I financially on track?"
Dashboard with Actionable Content
Since each one of the 20 financial goals has been broken down into actionable steps by leading Certified Financial Planners™, the Dashboard delivers real value by giving prospects educational content to work through their goals.
Starter Roadmap to Close Prospects
With a high-level assessment, relevant goal content and Ways to Protect Yourself, the Starter Roadmap identifies problem areas that you can focus on in order to bring on a qualified prospect.
Management Interface for Total Control
With control over your profile, the calculations (including inflation rate, Monte Carlo success rate, replacement rates in retirement, etc.) and prospect information (as part of the Performance plan for just $99/month), the Advisor Management Interface puts you in charge.
