Monthly Archives: January 2010

Meet and More: AMP’s latest release

With the new release we pushed out today, AMP now has the ability to allow prospects to opt-in for a complimentary consultation. This strengthens our new mantra of: Engage. Qualify. Meet. The goals process engages prospects (76% of known users who enter through an email campaign complete the interactive goals process), then qualifies them so […]

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New! AMP Best Practices Group

There is now a new online group for AMP advisors that provides them with new ideas and ways to use Boulevard R’s software to automate marketing and find new clients.

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Engage. Qualify. Meet.

A summary of some of the latest new features for the Advisor-Branded Marketing Platform focused on prospect engagement, qualification and setting up a first meeting.

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Find new clients in 2010

Start off 2010 by engaging and qualifying up to 200 of your contacts with a free email marketing campaign from Boulevard R. With this new feature, advisors have been getting off-the-charts results, with an average of 7.7% of email recipients registering and getting Starter Roadmaps (0.5-1.0% is considered good). Here is an example of the […]

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