This video shows how Amp helps advisors differentiate, create urgency in the first meeting and set in place a systematic sales process:

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 to interactively engage prospects and clients with the new Amp app from Boulevard R. Now available in the App Store, Amp is the first advisor-branded app designed to engage clients and uncover new advisory opportunities. A short video overview is available here: AmpForMarketing.com/Tour

“Financial advisors may be using iPads for business and pitch book presentations, but until Amp, there have been no apps that incorporate an advisor’s name, logo and colors while immediately engaging and delivering a ‘financial planning light’ experience to prospective clients and strategic partners,” said industry marketing professional Marie Swift, who writes The Marketing Maven column for Financial Planning magazine. “While advisors are already using Amp’s existing web-based tools and high-converting email marketing services, the iPad app provides a mobile way to engage prospects and clients,” Swift said.

“The Amp iPad app offers the opportunity to engage an intuitive, interactive guide,” said Tim Maurer, CFP®, co-author of The Ultimate Financial Plan and Vice President at Financial Consulate. “It’s impressive how much valuable information is generated from such little effort,” Maurer said.

“After hearing from advisors about how they wanted to use their iPads to better engage people, giving them a custom, advisor-branded app was the natural next step for Amp,” said Matt Iverson, Director of Boulevard R’s product group. “We want to make sure advisors can immediately engage people and lead into conversations that will generate new advisory business,” Iverson said.

THE AMP APP’S BENEFITS

The new iPad app focuses on key prospecting features that lets advisors:

• Engage around financial goals, by starting a conversation on issues that are most top-of-mind
• Stand out from other advisors, by sung the iPad in an entirely new way
• Offer their own branded app, by creating a branded experience that puts the firm center stage
• Identify cross-selling opportunities, by letting prospects and clients tell the advisor what is important
• Save time when prospecting, by simultaneously providing small groups access to the app

“With the rapid adoption of iPads by advisors, Amp fills a void for advisors who want to effectively use their iPad in prospect meetings or events,” said Iverson. “Soon enough, it won’t be perceived as a differentiator for an advisor to just use an iPad. Advisors need to do something unique with their iPads, whether it’s creating a stunning presentation or using Amp to interactively engage with people. Amp gets prospects and even clients thinking about their financial goals and how those goals impact their financial security,” Iverson said.

Amp’s use of behavioral economics, through Boulevard R’s collaboration with leading behavioral economist and NY Times bestselling author, Dan Ariely from Duke University, contributes to the software’s high completion rate, with an average of 76% of users completing the goals process and receiving a Starter Roadmap PDF.

“The Amp iPad app is a great tool for engaging people at our various in-person marketing events. It is interactive, informative, and easy to use,” said Amp iPad beta user Glenn Scharf, CEO of Scharf Group. “Additionally, it is an excellent way for our junior advisors to break the ice with prospects,” Scharf said.

According to Iverson, the most effective advisors using Amp are active marketers. A recent survey of financial advisors who applied to beta test the Amp app found that:

• 81% organized client events
• 81% met with 401(k) plan participants
• 67% held seminars or public events

“Advisors can now take Amp on their iPad wherever they go and access all the prospect and client data entered into Amp though their online account,” Swift said.

The Amp app is available for free from the App Store or iPad at www.itunes.com/appstore , when advisors subscribe to an Amp plan.

About Boulevard R

Amp (AmpForMarketing.com) is a leading advisor-branded engagement software service from Boulevard R, enabling financial advisors to market online, through email and with their iPads. Amp has different subscription plans based on whether the app is advisor or firm branded. The Financial Planning Association® uses Amp on their website to educate consumers. Amp’s innovation is applying behavioral finance to help advisors better engage prospects and clients, while delivering basic financial planning concepts to further the conversation

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The presentation was part of FPA’s Virtual Learning Center.

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 go to:

http://www.linkedin.com/groups/Financial-Advisors-iPads-4415154

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.

The new tablet version of Amp is for top advisors who meet in person with prospects/clients and are focused on marketing & sales. The tablet application leverages Amp to:

• Uncover advisory opportunities
• Differentiate their services
• Deliver real value at every interaction

While most financial services professionals are using iPads to reduce the amount of paper they have to carry around, they are dramatically under-utilizing the value of mobile computing.  Look at what J.P. Morgan is doing with slides and videos. It misses the mark (though in their defense, they are providing it to just their fund sales reps, not to financial advisors).

The beauty of tablet computing for advisors is that you can put one in a prospect’s or client’s hands and let them explore their goals and see if they are on track in an interactive, real-time environment. Amp running on the Xoom tablet is much more than just a sales tool.

Once prospects of clients see how they’re doing (it takes just five minutes) you can start a discussion on how you help them reach their goals.  What’s unique about Amp is that it not only delivers this initial assessment, but it also creates a personalized Starter Roadmap PDF that is emailed to the prospect or client, as well as a custom online Dashboard that they can log in to whenever they want to work on their goals or run “What If” simulations.

Engaging experience + real value to the end user is what Amp is all about.

If you are an advisor who wants to use Amp running on a tablet to differentiate your services and get ahead, Boulevard R has a special offer for the first 50 advisors to pre-order an Amp tablet.  If you put a $50 deposit down, you will receive a 10% discount on the monthly subscription cost. For details, visit:

www.AmpForMarketing.com/Preorder

For the tablet, Boulevard R is also offering a 110% Guarantee.

We are so sure that Amp will deliver for advisors focused on sales and marketing, that if you are not satisfied within the first 60 days, then you can cancel and Boulevard R will send you a check for 110% of your subscription cost.

You can read all about the new Amp tablet here in the data sheet or visit this page:

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 addresses and we’ll take care of the rest, including creating a unique account activation link for every contact, sending out the emails (from your email address) and providing you with campaign reports. For email campaigns, we average an amazing 7.7% conversion rate (0.5-1% is considered good).

If you’ve already signed up for Amp, to submit an email campaign, click here.

Not sure what kind of email addresses are allowed? Just read through our marketing guidelines to find out.

To address this issue, we’ve created a workflow that lets you easily invite them for a consultation to discuss their Starter Roadmap.

Once a prospect signs up, as the advisor you can log in to your Advisor Management Interface and view their profile information to see if the new sign up is a good fit for your firm.  If they are qualified, and this is one of those prospects who did not initially request a complimentary consultation, then you can embed a form in your “Qualified: No Consultation Requested” email.

As part of an Advisor or Office plan, Boulevard R will create for you the web-based form that gathers the information you need. Once a new entry is submitted, it will be be emailed directly to you. To see a live example, click here

To request your personalized form, please take three minutes to complete this form:
https://theboulevardr.wufoo.com/forms/request-a-consultation-form/

Here is an example of what the form looks like (notice that some fields are required and the prospect can even suggest a date and time):

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