Attention Financial Advisors & Medicare/Insurance agents:
Attract & Retain More Clients with Your
Own Exclusive Online Marketing System

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What Financial Advisors Are Saying About Video


Billy Gwaltney

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

Charlotte, NC

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.

Listen to Billy's 4-minute interview about how his videos are working for him.


Kay Dee Cole

Financial Planner

Corvallis, OR

When I saw the Turnkey Video System whiteboard videos, it clicked why that style of video is so popular with people and so I thought, ‘This would be a really great way to get more videos without costing a fortune and doing it all myself.


Trevor Chambers

Financial Advisor

Raleigh-Durham, North Carolina Area

I was so impressed with FA Client Machine from the very first day of engagement. Specifically, their new client onboarding process is a benchmark we can all learn from. I am stealing some of their techniques for our client onboarding process. Also, FA Client Machine’s staff is awesome. Seasoned, task driven and very knowledgeable in the advisor/client communication arena. Call Jill and her team now – money well spent.

Ben Bouman

Ben Bouman

Investment Advisor Representative

Los Alamos, New Mexico

I had the team at FA Client Machine produce a custom video for me about an opportunity that prospects just were not fully grasping. The first 2 prospects I showed the video to are now clients. I give that credit to the video for simplifying the concept and adding a visual anchor. The team is great to work with and I will be adding more videos in the future. Thanks, FA Client Machine.


Albert Aizin

Financial Advisor and Wealth Manager

Orange County, CA

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

David Tolson

David Tolson

Financial Advisor

Houston, TX

I’ve been wanting to do whiteboard videos for years, but FA Client Machine was the first company that made it easy.


Mike Walther

Special Needs Financial Advisor

Greater Chicago Area

We have such a unique business so we really want to have great content that no one else has. These videos enhance the learning process, and we’re also thrilled with all the social media aspects to increase the number of people who can find us.


Giulia Ramsey

Director of Marketing & Events

Ft. Myers, Florida Area

We love your well-run company, your whiteboard videos, and all the insightful video marketing education that comes with it. We’re reading Jill’s book right now and we’re very impressed and motivated by it!

Brett Tushingham

Certified College Funding Specialist

Wilmington, NC

Just from posting one of my videos to my website and Facebook I got 350 views. We’re all inundated with communication, and like most people, I’m more apt to hit a button and play a video. It absolutely makes sense to a younger generation, and even my clients who are 70 or 80 are on Facebook. The likelihood of someone opening a video is much higher than just text, so I’m all in on video.


Donald Turnbull

Donald Turnbull

Toronto, Canada

I tried many other avenues to get that result of moving up the ladder on Google, and FA Client Machine was the only one that was successful in doing that. I really appreciate that!


Mike Guarino

Financial Planner, CDFA™

Hackettstown, New Jersey

I signed up at FA Client Machine and I’m absolutely impressed by Jill and her team. They are responsive and truly committed in helping me with the success of my project.

Diane Edwards

Diane Edwards

Accredited Wealth Management Advisor, AWMA®

Portland, Oregon

On a scale of 1-10 I give them a 15! Out of all the business coaches I’ve worked with, FA Client Machine is my favorite and they offer a very unique service.

Our videos have been approved by compliance departments at:

LPL Financial
Wells Fargo
Sun Life Financial
LPL Financial
Wells Fargo
Sun Life Financial
LPL Financial
Wells Fargo
LPL Financial

*We also serve fee-only RIAs

Click here for a free copy of Jill Addison’s book,

RIA’s 7 Steps to Video Marketing Success.


Get your Free copy of Founder Jill Addison’s book where you will learn:

  • Why video marketing is working so well for Financial Advisors.
  • How to get certainty about where your next client is coming from, and when.
  • How your online presence makes your ideal clients line up to work with you.

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The Only Marketing System Designed for Financial Advisors Guaranteed to Attract New Clients with Affordable Custom and Turnkey YouTube Videos.


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