Category Archives: Advisor-Branded Marketing Campaign (AMP)

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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Dave Drucker Scoops AMP

A couple of months ago, Dave Drucker contacted Boulevard R, since we were quoted in an InvestmentNews story about how younger planners feel a need to serve Middle Market consumers.  Over the course of the interview, I started talking about the new service we were rolling out for independent financial advisors and his curiosity was […]

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Since the NY Times now knows…

When we first started talking about the idea that would grow into Boulevard R in June of 2005, we saw ourselves as a consumer facing site.  We recognized that the majority of Americans didn’t have access to affordable, independent advice and set out to fix that. We’ve now come to the realization that we can’t […]

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