Among the new features in the latest release we pushed out this week, they key feature allows prospects to sign up sooner on the Results page. Not everyone makes it to the Dashboard, so we’ve created a new tab that lets users learn a bit more about about the Starter Roadmap and even view a sample deliverable.
1) The new tab
2) An explanation and option to view a sample Starter Roadmap
3) A streamed, viewable version of the Starter Roadmap, which opens in a new tab or window
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Boulevard R's Advisor Branded Marketing Platform (AMP) helps financial advisors engage, qualify and meet new clients, while automating marketing and building their local brand.
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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