V2 ASSIST PORTAL

SALES SUPPORT

V2 Assist

Are you looking for real marketing and sales advice you can start using right away? Then you are invited to get appointed with V2 so you can gain important access to V2Assist.com, our comprehensive financial advisory business marketing and sales support engine. We have seminar selling systems, appointment setting programs, virtual selling help and a lot more on www.V2Assist.com.
V2 ASSIST

52SalesIdeas
.com

Get one new sales idea every Monday Morning straight into your inbox to help you write more business each week. Get appointed with V2 and write your first piece of business to gain access to sales ideas that will help you serve more clients. It’s that simple!

52 Sales Ideas

Annuity 360 Referral Machine

Annuity 360 was written to help people understand the benefits and limitations of annuities, so they can make more informed decisions about their investments. Gifting these books to your prospects will help repair any negative ideas they may have about annuities, and warm them up to the idea of investing in a safe product to help their retirement. 

Gift this book to your clients and prospects to start generating annuity referrals for your practice.

Annuity 360

Annuity Comparison Software

A great way to educate prospects and turn them into happy clients is to show them side by side comparisons of annuity product rates, features, and benefits. At V2 Financial Marketing, we have two close partnerships with Annuity Rate Watch and Annuity Genius that will help you create action with prospects on those important first and second appointments. Call 1-866-984-1585 and talk to your V2 Sales Coach on how you can gain access to Annuity Rate Watch and Annuity Genius at NO COST TO YOU!

Marketing
Consulation
Call

Get a new outlook on your marketing strategies with a consultation call with our Advisor Mentor, Ford Stokes. Ford has previously served as the CMO for a $2B IMO and a $3.4B RIA where he led the marketing for over 2,800 advisors. Ford wants to help you get more appointments on your calendar and serve more clients. Period. To get appointed with V2 Financial Marketing and to get a complimentary 30 Marketing and Sales Consultation with $30MM Producer and exclusive advisor mentor, Ford Stokes, call 1-866-984-1585 or email marketing@v2fm.com.

Custom Sales Materials

Do you have great ideas and strategies to share with prospects and clients, but struggle to get important information published in materials with your own company name and logo? We will help you publish reports with your name and logo, we will even build landing pages for you to help you generate qualified responses.

V2
Mastermind Group

Ford Stokes, $30MM Producer and Advisor Mentor with V2 delivers one, new sales idea every Monday Morning at 10:00 AM to help you write more business each week. Get appointed with V2 and write your first piece of business and you will gain access to sales ideas that will help you serve more clients. It’s that simple!

Discount
E&O
Insurance

V2 Advisors pay 43% less in E&O Insurance than retail! Getting appointed with V2 Financial Marketing is a great way to reduce your operating costs. We manage your E&O renewals so that you have another distraction out of the way, letting your focus on your practice. We look forward to saving you money with your E&O Insurance.

V2 Acquisition Program

Do you know a financial advisor looking to sell their book of assets under management and annuities? Vertical Vision Financial Marketing will help you buy a financial advisor’s book of business.

If you would like V2 to help you evaluate and finance the purchase of a financial advisor or annuity agent’s practice then feel free to call our office at 1-866-984-1585 and ask to speak with our Principal, Chris Seats. Chris Seats and our Advisor mentor, Ford Stokes, will help you evaluate the practice you are looking to buy and they will share different financing options for you.

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STARTED

(866) 984-1585

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