Jay Peroni, who is the president and CEO of Values First Advisors, is one of Boulevard R’s most successful advisors, averaging one new client per month with our software. This is his answer to a question about the “best marketing idea he’s implemented in the last few years.”
We expected Jay might talk about some of his other successful marketing activities and plug Boulevard R later in the interview, but we’ll take it.
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Retiremap rethinks plan education/communication by making it easy for participants to save more and invest better. Retiremap has the unique ability to track and document changes in participant behavior, while delivering holistic plan education and verifiable 404(c) disclosures.
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Amp is the first web-based marketing software for financial advisors. Amp automatically engages prospects, qualifies them and sets up a first meeting. For the advisor who is serious about marketing and wants a unique call-to-action, Amp is a great solution.
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