Find out how Jay Peroni CFP®, author of The Faith-Based Investor, gets 3-5 new prospects a day and why he doesn’t want you using Boulevard R’s software (he then jokes “I don’t want my competition figuring out what I’m doing” at around minute 13 in the second video). We interviewed Jay at his home in [...]
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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.
