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What Financial Advisors Are Saying About Video

john Britton

The videos are a great communication tool, not only for our clients, but also to get it out there and generate new business.

John Britton

President, Chief Compliance Officer

Personal Choice Financial Advisors, LLC

Albert Aizin

The system is very simple and streamlined. It would took little effort on my part to get it going, versus some other systems I’ve seen.

Albert Aizin

Financial Advisor and Wealth Manager

Billy Gwaltney

They are so professional in look and sound. I’ve heard multiple times that they are way more interesting than a video of me trying to explain this stuff.

Billy Gwaltney

Disability Income Specialist & Founder of Professional Planning Group, Inc.

Daniel Sowa

This is a unique product. The fact that you guys show a real expertise in social media and digital media was important, because that’s a realm that we’re looking to get into.

Daniel Sowa

Director of Operations & Marketing Sowa Financial Group, Inc.

Albert Aizin

We’re very aware we need to expand into the digital marketing world, and your whiteboard videos seem very effective.

David Braun

Investment Advisor

Douglas Oliver

We had been talking about doing some video work, live action type stuff, but when I heard about the Turnkey Video System, it was just the perfect timing.

Douglas Oliver

Wealth Manager

Gary Ybarra

With the internet today and searchability, video is huge. A lot of the people I’ve been talking to, the way they found me was a google search. Going forward, that’s just going to get bigger and bigger.

Gary Ybarra

Safe Money Retirement Specialist

Gino Scialdone

Whiteboard videos help me educate my client in 2 minutes with what it takes me an hour and a half to explain. Video is a shortcut to helping me communicate more concisely.

Gino Scialdone

Owner, Black Spruce Financial

Greg Bodoh

I am searching for some way to improve the productivity of the business. So we’re working on getting up and running with digital marketing using your system.

Greg Bodoh

Wealth Manager

Jimmy Peet

The videos are very educational. There’s some whiteboarding that I’d like to do and I was encouraged that we could customize videos within the Turnkey Video System.

Jimmy Peet

Investment Advisor Representative

Joe Militello

I’ve been a believer in video for a few years now. I can watch a video for 2 or 3 minutes and get the gist, for me personally, I get much more out of that.

Joe Militello

President of Infinite Wealth

Alan Conner

We have posted videos on our website blog, & our social media. We have received some positive feedback on them so far. Our LinkedIn videos have had over 300 views in the past 30 days.

Alan Conner

President at NovaPoint Capital LLC

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Our videos have been approved by compliance departments at:

LPL Financial
Guardian
Wells Fargo
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