Testimonials

See what advisors are saying:

“The Amp iPad app offers the opportunity to engage an intuitive, interactive guide through a short series of visual questions regarding a prospect’s or client’s personal finances. It’s impressive how much valuable information is generated from such little effort.”

Tim Maurer, CFP®
Financial Consulate, Hunt Valley, MD

“I love how I can put my branded Amp iPad app in the hands of either prospect or clients to engage them in thinking about their goals. It’s a great conversation starter and everyone loves how fun and interactive the app is.”

Lina Bowman, MBA
Bowman Asset Management, Inc., Grosse Pointe, MI

“AMP offers an amazing way to engage both prospects and clients. Three months later, I’m still trying to catch up with all the new client information and planning that my first email campaign generated!”

Ben Baldwin III, CFP®, ChFC
Responsive Financial Group, Rolling Meadows, IL

“I’ve been using the Advisor-Branded Marketing Platform for several months now and am very happy with how it’s helped me increase my standing in Google searches. This was an unexpected benefit in addition to the other features.”

Rick Kahler, M.S., CFP®
Kahler Financial Group, Rapid City, South Dakota