Here you'll find a range of topics and advice to help you grow your practice.
Posted June 25, 2020
As we continue to make improvement and enhancements to the VFM platform, we want to keep you updated on what has changed. Read below to see what’s new in VFM! ACCOUNT SETTINGS UPDATES Sort Contact Lists by First Name or Last Name Previously, all contact lists in VFM defaulted to sort by First Name only….
Posted February 18, 2020
Using a CRM may not seem like the most productive way to increase sales, but it’s perhaps the most important activity you could be doing in your business to save time and boost revenue. Here’s why. When I was first getting started in the business over 15 years ago, CRM technology was way different than…
Posted January 28, 2020
As a financial advisor, client retention is incredibly important. Your clients are your lifeblood. Certainly, we all know that and agree with that. However, many advisors will inadvertently leave client retention up to chance. What do I mean by that? The most successful businesses are all built upon a framework of processes and systems. Step-by-step…
Posted January 8, 2020
In today’s digital world, marketing is often thought of as all digital based—and for good reason. Social media has become a monster force in our daily lives, from tweets, to posts, to hashtags, and more. Email marketing is now considered one of the most widespread forms of marketing, ever. Texting to our smart phones is…
Posted December 13, 2019
As a financial advisor or insurance professional, you’re always looking for ways to grow and increase revenue. When you analyze what to focus on, what do you come up with for answers? Is it using your CRM? Probably not! But, interestingly, using a CRM properly can be one of the most important things you can…
Posted November 19, 2019
Marketing… a single word that can make or break the success of your business. Is there anything that’s more important to your business than marketing? The answer is a resounding “no!” Marketing is the single most important aspect of your financial practice. It doesn’t matter how good of a product you have to offer. It…
Posted October 30, 2019
Financial advisors are bombarded daily by a long list of potential marketing activities. Online leads, Facebook advertising, SEO, automated LinkedIn connections, email blasts—the list goes on and on. None, however, can hold a candle to the power that Direct Mail Marketing delivers. When marketing your financial advisory firm, direct mail—more often than not—takes a backseat….
Posted October 9, 2019
I am incredibly excited to let you know that we have launched the next iteration of our technology platform, Vision Financial Marketing. We’ve been diligently working to create a system that helps you track and store your business data in our CRM, but also allows you to seamlessly communicate with your clients, prospects and leads through automated…
Posted June 28, 2018
EFFECTIVE COMMUNICATION DRIVES BUSINESS RESULTS It’s no secret that communication is key in business. Regularly keeping in touch with clients and prospects is one of the most important things you can do to build relationships and trust – which we all know lead to sales. The question is, where do you track how often you…
Posted June 22, 2018
Are you using eBooks & Special Reports in your practice? If so, are you getting the results that you should be getting, namely, new leads to contact and follow-up with? There are a lot of different ways that you can market and advertise as a financial professional. Special Reports and eBooks are a terrific option…
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