The VFM Blog

Notes from Vision Financial Marketing

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…

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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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If I said there was a very low-cost and highly effective way of obtaining new clients, referrals and appointments, and that it only took two hours of your time, would you be interested? I would certainly hope so! If you’re wondering what I’m talking about, let me tell you. It’s hosting a “Mid-Year Market Update…

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In my advisory practice I’ve been testing out a variety of new sources for generating leads. Now, in general, we don’t do much “lead-chasing” at my firm. Instead, we typically focus on higher-quality lead-generating marketing activities, primarily dinner seminars. But, you can only run so many dinner seminars! They are a bigger-ticket marketing activity, often…

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At VFM, our team is always working hard to improve and enhance our system to help make your lives a little easier. Here’s a peek behind the screen and a recap of what the team has been working on lately! Notification Emails You may have noticed that you are now receiving notification emails when a…

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Let me ask you a simple question… What’s your “system” for tracking all of your prospects, appointments and sales? More importantly, do you have a system at all? I’ve worked with hundreds of advisors over the years, and our conversations frequently turn to this very important question. I’ll ask the advisor, “Joe, how exactly are…

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You’re Using Your CRM Wrong

Posted January 30, 2018

As a busy financial professional, it can be hard to utilize your CRM system to the fullest. So most advisors are using them wrong! Would it surprise you to learn that most advisors use less than 20% of the features their CRM offers? That’s like having a 600-HP supercar that does 0-60 in 3.7 seconds…

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At VFM, our team is always working hard to improve and enhance our system to help make your lives a little easier. Here’s a peek behind the screen and a recap of what the team has been working on lately! Saved Filter Settings We’ve implemented new functionality so the system will now remember your filter settings…

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VFM Release Notes as of 11/17/2017

Posted November 17, 2017

At VFM, our team is always working hard to improve and enhance our system to help make your lives a little easier. Here’s a peek behind the screen and a recap of what the team has been working on lately! A New Suspect in Town You may have noticed we’ve added a new contact classification…

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CRM’s are literally everywhere nowadays. It seems like there’s a new CRM with bigger and better features being released nearly every day. If that is in fact the case — there has to be a reason why, right? CRM’s are long known for their ability to help you manage your business practices. In recent years,…

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