Monthly Archives: February 2009

Bob Veres & “the future of planning”

For this month’s edition of Bob Veres’s monthly newsletter, Inside Information, he decided to profile Boulevard R’s Advisor-Branded Marketing Platform (AMP), even though we haven’t launched yet.  We’ll be doing that at the T3 conference in Dallas next week. Michael Kitces was kind enough to introduce us and during the interview and subsequent communication, Bob […]

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