About us

FA Client Machine exists to help financial advisors like you attract and retain more clients by leveraging cutting edge video marketing strategies (powered by YouTube, Social Media and Email Marketing) to grow your practice quickly.

As the effectiveness of seminars weakens, financial advisors must move their marketing onto the internet. To help ease that transition, I’ve created a fast and easy system to enable financial advisors like you to leverage video marketing in a unique way. Our system is perfect for sophisticated advisors who have a clear niche they serve, because it enables you to get custom yet affordable videos to laser target your ideal client.

Jill Addison, Founder
FA Client Machine

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

There are 2 main reasons why this is important for you, so click the video play button below to discover how this Turnkey Video System can help you grow your practice like nothing else.

Click here to watch more on our next webcast.
Click here to receive your free copy of Founder Jill Addison’s new book, Financial Advisor’s 7 Steps to Video Marketing Success.

Our Mission

To help Financial Advisors move their marketing online with cutting edge video and automation strategies and resources.

Our Values

  • We love our clients
  • We champion what’s special about our clients
  • We deliver a personal touch with exceptional customer service

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Get preferred pricing for your sleek new website through our partnership with Advisor Websites. Click here for details. https://www.advisorwebsites.com/faclientmachine

Meet the Team

Jill Addison

Founder, FA Client Machine

For over a decade, Jill Addison has immersed herself in all aspects of video production and digital media marketing, blending creativity with strategic thinking to introduce a variety of valuable products and services. She is the author of Financial Advisor’s 7 Steps to Video Marketing Success and her portfolio includes a diverse range of projects such as a full-length feature film, online marketing videos, short dramatic films, nationally broadcast infomercials, and instructional exercise videos. Addison launched FA Client Machine, a digital media marketing company that assists financial advisors with implementing contemporary digital marketing strategies.

Prior to launching FA Client Machine, Addison developed a reputation for providing superior digital media marketing services and turnkey video packages widely used by financial advisors and business owners in a variety of industries. As her reputation and business grew, she introduced new products like her Whiteboard Video Packages that streamlined video marketing and made it easier for her clients to produce effective, engaging content. These invaluable video packages gained the attention of many notable financial experts including veteran James Stewart, CFP® , who worked with Addison to co-create the Turnkey Video System that became the basis for FA Client Machine.

Addison graduated from Kansas State University and after living in two beautiful spots (Boulder, CO and San Clemente, CA) now lives in San Diego with her husband Eric, who founded his own video production company in 2003 (www.100AcreFilms.com). She served as a full-time staff member with a Christian outreach for 13 years, culminating in her work as a Producer on the feature film Magdalena. Magdalena has now been translated into over 100 languages and seen by millions of people around the world. After traveling to 24 countries, Addison continues to have a burning desire to make her life count through philanthropy. She is a Past President of the Board for Professional Women’s Fellowship and served for 6 years with AWANAs in San Diego. Her favorite hobbies are reading and spending time with her husband and boy/girl twin babies.

Henry J. Evans

Vice President of Sales and Marketing

Henry J. Evans is the sales and marketing expert who authored the #1 Amazon best-seller, The Hour A Day Entrepreneur. Henry has been successful on the front lines and in leadership capacities in software companies, hardware companies, commercial real estate firms, and manufacturing organizations. He’s successfully engineered the selling of everything from newspapers to office buildings, kitchen remodeling to enterprise software and even sold knives door-to-door.

He has had responsibility for generating over $15,000,000 in sales and has engineered a $189,000 payday in 90 minutes. His experience spans from the heart of Washington, D.C., successfully selling such clients such as the US Department of Labor and the Executive Office of the President of the United States, down to working with the highest rated Yelp spa in San Diego county. Henry has helped create dozens of businesses and successfully taken more than 15 products to market.

Henry graduated from the University of Iowa in 1995 and graduated from Corporate America to an entrepreneur on October 31, 2008. He has been involved in the Board of Directors of the local YMCA, and is on the board of the EO Accelerator Organization (Entrepreneurs Organization) and gives time and expertise to help small business owners achieve entrepreneurial freedom.

He is a life-long learner, a huge believer in continual self-improvement and counts his wife and God as the biggest influences on his life. Henry, his wife and two daughters live in San Diego with the world’s cutest dog, Skylar.

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Janet Bigham Bernstel

Video Production Manager

Janet’s been producing content for over 20 years, for print, broadcast and digital media. After earning a Bachelor’s degree in Communications from Temple University, she joined the top-ranked ABC affiliate news team in Philadelphia, WPVI-TV. She went on to become an award winning reporter and news anchor for an ABC affiliate in Florida, WCJB-TV.

She is the co-author of The Complete Idiot’s Guide to Making Money in the New Millennium, Teach Yourself Personal Finance in 24 Hours, and The 10 Minute Guide to Getting Organized in Business, all published by MacMillan, USA. And she’s written extensively on bank marketing best practices for the American Banker’s Association magazine, Bank Marketing Magazine.

She made the move online as a managing editor for finance-related websites such as the Women’s Financial Network (WFN.com) and two websites for bankrate.com, both aimed at introducing young adults to personal finance.

Janet recently earned a Masters degree in Interactive Media from Quinnipiac University, and continues to explore her passion: communicating ideas with flair through social and digital media production. She has worked closely with Horsesmouth, a professional development network for financial advisors, where she’s created marketing campaigns, written video scripts and produced marketing videos.

She brings her vast experience in finance, marketing and interactive media to FA Client Machine to help advisors grow their practice in the most exciting and engaging way possible today – video marketing!

Her passion for communicating is rivaled only by her zeal for sailing and fine cuisine. She completed a professional program at the Culinary Institute of the Arts in Hyde Park, N.Y., before spending time as a private yacht chef in the Caribbean. In her free time, you can find her with her family aboard their 49’ sailboat, Vision.

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Grant Ryan

Video Marketing Manager

After graduating from Santa Clara University, Grant began his career at YouTube supporting video assets in the Google Play store. He then worked for a few years at Pottery Barn in San Francisco writing product information for hundreds of products a quarter. SKULLY, an augmented reality hardware company, then hired Grant to build and run their customer support system. He managed a team of four support agents and built a robust support system fielding hundreds of tickets and phone calls a day. Grant was also in charge of drafting customer messaging and running ad campaigns for various marketing channels. Now, Grant applies his deep experience in digital marketing and customer service to help FA Client Machine’s clients leverage video marketing to grow their practices and position themselves online as experts in their niches.

Grant spends his spare time as a musician, contracting film scores and sound design projects, while also performing with his live electronic band. He currently lives in Phoenix, Arizona, loves sci-fi novels, considers himself a movie buff and wishes he’d rock climb more.

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Cherie Sharp

Video Marketing Manager

Cherie has been helping businesses communicate for over 20 years, most recently as a freelance writer for the automotive, real estate, travel, and technology industries. Prior to that, she was director of public relations for Qwest Digital Media, a venture between Qwest Communications and The Anschutz Corporation. Qwest Digital Media provided live event and on-demand streaming media solutions for web-based corporate communications, corporate training, sales, and marketing applications.

Previously, Cherie managed western region marketing programs for Avid Technology, an Academy Award-winning entertainment technology company. She was integral to Avid’s success in its reseller channel, building key relationships and leading special events and initiatives including Avid User Groups and an Oscar celebration party for the Hollywood film community.

Prior to Avid, Cherie was marketing director for Source Digital, a reseller startup that focused on digital video and multimedia technologies.

Cherie received her Bachelor of Business Administration in Marketing from James Madison University in Harrisonburg, Virginia and currently lives in Newport Beach, California. She loves to spend time having fun with her husband, two children, and high-energy black Labrador Retriever. Cherie enjoys tennis, travel, the beach, and cheering on her kids at youth sports.

Alan Stewart

Advisory Board Member

In addition to serving on Jill Addison’s Advisory Board, Alan is a Managing Director of RA Capital Advisors, LLC and President of FIT Advisors, LLC.

RA Capital Advisors, LLC is a private investment bank specializing in mergers and acquisitions, private financings, shareholder matters, restructurings and crisis situation for clients ranging from middle market companies to the Fortune 500.

FIT Advisors, LLC is a boutique consulting firm offering temporary CFO services. FIT serves clients from start-up ventures to multi-billion dollar private companies and in vertical industries including government contracting, software, retail, banking, food service and Internet applications.

Prior to founding FIT Advisors, Alan served as EVP & Chief Development Officer of the Epsilon Systems group of companies, and is focused on Epsilon’s expanding M&A initiatives. Prior to his role as CDO, Alan led the infrastructure development and financial affairs of the company as its CFO as it grew organically and via M&A from approximately $40 Million in revenues to over $130M.
Alan was selected as San Diego Business Journal’s CFO of the Year in 2007 and again in 2013. Both awards were in the large private business category.

Alan has a passion for entrepreneurship and Christian missionary work. He authored a book on banking for the business owner, which was published in 2015; founded SmallBizTraining.com – an internet portal dedicated to helping veterans become entrepreneurs and has traveled to six different countries conducting short-term missionary outreach.

Prior to his business career, Alan served over 10 years as a nuclear engineer in the United States submarine force. He received his BS degree, with distinction, from the U.S. Naval Academy and his MBA from Harvard Business School.

Eric Addison

Advisory Board Member

Emmy-nominated filmmaker Eric Addison founded 100 ACRE FILMS in 2003, and since then has garnered numerous awards and served Fortune 500 companies in San Diego and around the nation with his company’s corporate video production services. He’s a proud graduate of the San Diego State University film program and the Manager of the San Diego Premiere Pro User Group. Well versed in cinema, the writings of Ernest Hemingway, and early 80’s video games, Eric’s true passion is cinematic storytelling, and he has not missed a Sundance Film Festival in 13 years.

Eric was instrumental in launching FA Client Machine through his professional and personal support for his wife, Jill Addison.

Dianne Catapang

Video Marketing & YouTube Specialist

Dianne Catapang is a Video Marketing & YouTube Specialist with a special focus on integrating video with blogging, email marketing and social media strategies. Dianne has been with FA Client Machine from the beginning and has helped the company grow quickly with her reliable video marketing systems.

Dianne’s favorite hobbies are watching movies, reading books and novels, and she loves playtime with nephews and niece during free time and weekends.

Dana Avánt

IT Manager

Dana Avánt has helped FA Client Machine grow quickly with excellent and reliable technical support and expertise. Her passion is to help businesses grow, run efficiently, and reach their goals. When she’s not working with clients to support their internet presence, she enjoys watching sports, cooking, baking and sailing.

Dana lives in San Diego with her husband and business partner, Gary.

Why We Created FA Client Machine:

FA Client Machine is the cumulative result of over 10 years of experience, passion, and effort.

The idea for FA Client Machine came to Jill Addison one day when she was reading an article about focusing on your ‘Ideal Client.’ While reading, Addison considered her ideal client and realized that, despite having a wide range of existing clients in several different industries, she didn’t quite have a defined idea of who her ideal client actually was. This led to an investigation of her current clients and where they came from, how they found her, and why they used her services, which uncovered the fact that half her Whiteboard Video Package clients were in the financial services industry.

Working closely with several influential financial services professionals, Addison soon connected with James Stewart, CFP® , a respected financial advisor and marketing master with over 30 years of experience as a leading producer in the financial services industry. Stewart was impressed with the tremendous value of Addison’s Whiteboard Video Packages and their ability to both attract prospects and deepen existing relationships with current clients. Using Addison’s video production skills and Stewart’s financial expertise, the two worked to create a variety of entertaining and engaging videos that provide educational content about various financial topics with a focus on reducing complex concepts into simple, easy-to-understand ideas. The result became known as the Turnkey Video Library, and as they began showing these videos to other financial advisors, it quickly became apparent that they were on to something.

FA Client Machine is now a boutique practice that helps financial advisors, Registered Investment Advisors, insurance professionals, and other financial services professionals to automate your marketing, stand out with educational and entertaining videos, and engage prospects and clients with your digital presence. Our goal is to serve 100 financial services professionals in 2018, equipping our clients to cumulatively help thousands of Americans to live their dreams and secure their financial futures.

FA Client Machine was born at the perfect time in history to help forward-thinking financial services professionals to transition from relying on dying seminar strategies to leveraging the power of digital marketing to grow their practices like never before.

about-jill-speaking-at-podium
Jill Addison is available to speak at financial services industry events as a Video Marketing Expert. According to one attendee at Bob Veres’ Insider’s Forum, “Jill’s talk was my favorite part of the conference. I loved what she said about how people feel like they know you when they watch your videos.” To book Jill as a speaker, click here.

about-jill-speaking-at-podium
Jill was recently featured as a speaker at the Financial Planning Association’s annual conference. Her topic illuminated how Financial Advisors are using cutting edge digital marketing strategies like video to target their exact niche. To book Jill as a speaker at your next financial services event, click here.

To review more Recommendations for Jill Addison on LinkedIn, click here