Vision Financial Marketing - A More Robust CRM

Two Powerful Products For Advisors
Seamlessly Integrated. Use One or Use Both!

Direct Mail Drip-Marketing Platform Free

Send fully automated postcards and direct mail in seconds. Communicate with clients, attract new prospects and grow your business with ease.

Comprehensive CRM System Free

Our CRM system allows you to easily track every aspect of your business. It also provides powerful, built-in email and direct mail marketing features.

Why Use VFM Technology
Give Your Business The Boost It Deserves

Increase Your Sales

Not everyone is ready to buy today. But they will be tomorrow – you just need to stay in touch.  Right message, right time, right offer.  Making additional sales is that easy.

Deepen Client Relationships

In financial services, it’s all about relationships.  Direct mail drip-marketing will have your clients and prospects loving you – and that leads to retention and new business.

Save Tons of Time

Let’s face it, you’re busy… and marketing is time-consuming.  Our fully-automated platform, pre-created content and professional designs can save you hundreds of hours per year.

Expand Your Marketing

The more hooks you have in the water, the more fish you will catch.  Direct mail drip-marketing with VFM is highly-effective, low cost and easy to implement.  Why not get started today?

Free E-Book Download

How VFM Earned One Advisor $32,288 in Commission
(In Only 5-Minutes of Time Spent Marketing)

He was frustrated with a lack of new appointments. He was looking for an easy and cost effective way to generate new sales. So he signed up for VFM!

Using VFM’s automated direct mail platform, in only 5-minutes he sent out a customized postcard campaign that landed him a HUGE client.

Download this Special Report and find out exactly what he did and why it worked, and how you can replicate his results!

Download Now

Direct Mail Drip-Marketing System
Retain Clients & Attract New Prospects

100% Free-to-Use Mailing Platform
Field-Tested & Results-Proven System
Exclusively for Financial Professionals
Ready-to-Send Postcards & Campaigns
Fully Automated - As Easy as 1-2-3
Highly-Discounted Mailing Pricing

Comprehensive CRM System
Become a Practice Management All-Star

100% Free-to-Use CRM Software
Manage Every Aspect of Your Business
Designed Just for Financial Professionals
Ability to Sync Your Emails & Calendars - Coming Soon!
Get Highly Organized & Efficient
Save Time & Drive More Revenue

Why Do Financial Professionals Love VFM?
Don't Just Take Our Word For It...

I’ve used many CRMs before. Not only is VFM really simple to use, it also allows me to automatically market and send mail to all of my clients. It is incredibly quick and easy.
Tom Chrobak President, MC2 Wealth Management
Tom Chrobak, MC2 Wealth Management