You’re Using Your CRM Wrong

You’re Using Your CRM Wrong

Posted January 30, 2018 by Gabriel Lewit, Chief Executive Officer

VFM CRM Success SeriesAs 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 but keeping it on cruise-control at 20 MPH. There’s so much more power left to utilize.
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Most advisors are just using their CRM to store contact information, and that’s it. Boy, is that the wrong way to use a CRM!

Without using your CRM to its fullest, you won’t gain nearly as much success (or revenue) as you would by using a CRM the right way.

We created our complimentary 30-Day CRM Success Email-Series to help give you the best tips in an easy-to-digest daily format.

Every day you’ll receive a simple tip on how to use your CRM system to be more productive, streamline your practice and increase your sales. The advice applies to any CRM that you’re currently using too, so go ahead and check it out!

I know from experience coaching successful advisors, as well as from our own successful advisory firm, that using a CRM the right way will save you a ton of time and make you (or your staff) do their happy dance when all the information you want and need is right there at your fingertips.

Go check out the email-series and sign-up for it today and start super-charging your CRM usage!

Until next time,


Gabriel Lewit

About the Author

Gabriel Lewit

Chief Executive Officer

With over 12 years of experience, Gabriel provides a powerful, specialized approach for sales development, marketing, practice management, technology and organization. While he focuses on helping advisors develop all elements of a successful business, his core passion lies in developing world-class marketing, branding and technology systems that can help advisors of all levels.

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