Webinar Recording: Turn Prospects Into Clients

Here is the recording from today’s webinar “Use Your iPad to Turn More Prospects Into Clients.”

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Amp iPad App Press Release

The Amp iPad app has hit the street and here’s the press release:   Financial Advisors Tap New Amp iPad App to Engage Clients First advisor-branded iPad app creates fun interactive experience, Delivers value with “financial planning light”   SAN FRANCISCO, May 9, 2012 /PRNewswire via COMTEX/ — Financial advisors can now use their iPads […]

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I got an iPad. Now what?

Want to find out how you can get more out of your iPad?  Here’s a presentation that we did with Kristen Luke of Wealth Management Marketing on apps and presentation tools for getting more out of your iPad. The presentation was part of FPA’s Virtual Learning Center.

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Financial Advisors with iPads

To help advisors have greater impact with their iPads, we started a new LinkedIn Group: Financial Advisors with iPads This group will track trends that impact financial advisors, discover new apps that can make advisors more successful and post articles on how other financial advisors are effectively using their iPads.  To join the group, just […]

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Amp Goes Mobile

We have always known that our Amp software was particularly engaging for prospects and clients. Some people have even called it fun. That’s why we’re extremely excited to announce that Amp is going mobile on tablet computers.  Specifically, we’re launching it on the new Motorola Xoom, running Google’s new Android operating system for tablets: Honeycomb 3.0. […]

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Amp’s Secret Sauce: Email marketing

The beauty behind Boulevard R’s Amp software is that it automatically engages prospects, qualifies them and sets up a meeting. The magic behind Amp is its email marketing features. It’s easy and effective. Boulevard R will set up and manage your email marketing campaigns for you. You just supply us with a list of email […]

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Have a qualified prospect who doesn’t want to meet yet? Try this…

Often times, prospects will go through the engaging goal setting process and sign up but not request a consultation right away.  They may be wary or may just be waiting to learn more about what’s in their Starter Roadmap or Dashboard. To address this issue, we’ve created a workflow that lets you easily invite them […]

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