Explainer Videos for Financial Services

Video Transcript

If you’re changing jobs or retiring, it’s important to know the rules regarding moving funds from your employer-sponsored retirement plan. The wrong move could cost you in income taxes and early withdrawal penalties. You typically have four options, and you may engage in a combination of these options. You can leave the money in your former employer’s plan if permitted. You can also cash out the account value, but you should research the tax implications first.

There are two basic ways to move retirement plan assets from one retirement plan to another with no tax consequence. With a direct rollover, your financial institution or plan directly transfers the payment to another plan or IRA; no taxes are withheld and your account continues to grow tax-deferred.

With an indirect rollover, a check is made payable to you. You have 60 days to deposit it into a Rollover IRA – after that, the entire amount is considered income, and subject to taxes. You could also face a 10% early withdrawal penalty, depending on your age.

And, indirect rollovers are subject to 20% withholding. For example, if you had $10,000 eligible to rollover, your employer would withhold $2000 and you’d get a check for $8,000. The $2000 withheld counts as income taxes paid, but in 60 days you still have to deposit the entire $10,000 in a rollover account – the $8,000 from your employer plus $2000 from your own resources.

To learn more about your retirement plan options, give us a call today.

Whiteboard Videos for Financial Advisors *******To find out more about how to use videos like this to attract your ideal client through digital marketing on the internet, click here.

LIPT Appointment Setter

Appointment Setter, Flexible Hours, Work From Home

If you love the thrill of the chase, nurturing online leads through a slick online messaging portal, and talking with strangers on the phone to win their trust and book an appointment, and you want to be a part of a small, international company with a big future, then this might be the perfect fit for you. This position will help you hone your phone skills, your sales skills, and give you experience with a very slick online messaging system to manage your pipeline. You will be working with a small entrepreneurial San Diego-based company with a great team culture, making a difference in the lives of business owners in the financial services industry by working virtually from your own home office.

You’ll be communicating through messaging and also calling a high quality, targeted list of financial advisors and loan officers using proven scripts and a phone dialer system we’ll provide to do outbound calls with the goal of setting appointments for Sales Reps to close. This position will sharpen your sales skills and give you experience with cutting edge technology that’s very fun to use.

About You

• You love technology and using the latest and greatest tech tools to do your job more effectively and time-efficiently
• You are organized and strategic in managing your sales pipeline
• You love picking up the phone to chase leads for an appointment
• You love to persuade people and win them over in your conversations with them
• You do NOT thrive on being micromanaged and love to be given the freedom to excel in your job
• Being your own boss and helping a small, growing organization is a dream come true for you
• You are reliable, persistent, disciplined and mentally tough
• You have honed and developed your strong coping mechanisms for dealing with the constant rejection that is part of sales
• You love a challenge and refuse to be defeated
• You are open, direct, and straightforward


• Experience in Outbound Phone Sales
• Experience with using software to manage your pipeline
• Quick study to adapt to new technology
• Self-starter
• System friendly, you’re someone who thrives on organized systems
• Goal oriented
• Loves to be part of building new systems and initiatives
• Enthusiastic, reliable and self-sufficient.
• Positive attitude, lifts other team members up with your optimism
• Not afraid to fail and try new things in a dynamic, growth environment
• Highly organized and detail oriented
• High speed internet
• Current model computer
• Reliable phone
• Consistently quiet environment to make calls
• Fearless and friendly attitude
• Team player

Your Nice To Have Skills (we can train you too!)

• Familiarity with PhoneBurner and Co-Pilot (2 main software systems you’ll be using)
• Familiarity with financial services industry

The Details
• Position Purpose: To help our company gain new clients so we can make a positive contribution to more financial professionals’ lives while increasing profits and improving our own lives.

You Report To: Founder of company

Your Computer: You must have your own FAST computer (ideally NOT a Mac), reliable high speed Internet access and a mobile telephone with texting.

Your Commitment: This is a 15/hr week contract position that can scale to more hours as our business grows.

Work location: Your home or office

This job offers great flexibility.
We will perform a complete background check and will call all references you provide.
Starting pay is $17/hour. You will also receive a $10 bonus for every booked call.
Please respond to jobs@faclientmachine.com.
Use this subject line: Appointment Setter for Growing Company mm/dd/yyyy (put the date you apply).
Include any related experience and results you have.
Please include a 1 page cover letter as to why you think you would be a good fit, and also a separate copy of your resume, both in PDF format.
Also, please call this number (877) 5726871 ext. 708 and leave a voicemail as if you were calling a prospect who has indicated an interest in our LinkedIn outreach program. (This is a bit of role play). Introduce yourself by first and last name, let them know you’ll be happy to schedule an appointment for them, and let them know next steps. (At the end of your voicemail message, please be sure to leave your full name and the date you emailed your resume.) Leave this voicemail the same hour that you send the email with your resume. Thank you for your time.

We are hiring immediately.

Financial Advisor Marketing

Video Transcript

What are the three stages in your financial life? The first stage is preparing for life’s uncertainties. The second stage is managing your net worth and the third stage is managing retirement and your estate. The base of the pyramid is preparing for life’s uncertainties. Insurance is the most cost-effective way to deal with this.

Insurance can include life and health insurance, disability insurance, long-term care insurance, home, and auto insurance, and insurance against other perils. Adequate liquidity in your investments or in cash to cover emergencies along with a will is important. 

The next level involves managing your money. Investment strategies should include diversification and risk management. The best option is to review your goals with a professional.

The top tier addresses retirement and estate planning. The ultimate goal is to ensure that you have income and assets for as long as you live. Your investments should be in line with your specific situation, goals, and risk tolerance. 

An estate planning professional can provide you with documents necessary to ensure a planned distribution to beneficiaries. The three stages sound simple yet few people adequately prepare for any of them. We can work with your tax and legal professionals to develop a plan to help you reach your financial goals. So please give us a call today.

Whiteboard Videos for Financial Advisors *******To find out more about how to use videos like this to attract your ideal client through digital marketing on the internet, click here.

Financial Advisor Videos



Video Transcript

Cornerstone Financial Team
(678) 482-0686
As‌ ‌life‌ ‌expectancy‌ ‌has‌ ‌grown,‌ ‌your‌ ‌retirement‌ ‌now‌ ‌can‌ ‌last‌ ‌between‌ ‌20‌ ‌and‌ ‌30‌ ‌years.‌ ‌So‌ ‌Social‌ ‌Security‌ ‌planning‌ ‌is‌ 
critical,‌ ‌no‌ ‌matter‌ ‌how‌ ‌much‌ ‌money‌ ‌you‌ ‌have.‌ ‌It‌ ‌can‌ ‌make‌ ‌a‌ ‌difference‌ ‌of‌ ‌hundreds‌ ‌of‌ ‌thousands‌ ‌of‌ ‌dollars.‌ ‌For‌ ‌example,‌ 
if‌ ‌you‌ ‌retire‌ ‌at‌ ‌age‌ ‌62‌ ‌and‌ ‌pass‌ ‌away‌ ‌at‌ ‌age‌ ‌86,‌ ‌you’ll‌ ‌receive‌ ‌at‌ ‌least‌ ‌25%‌ ‌less‌ ‌for‌ ‌24‌ ‌years.‌ ‌But,‌ ‌if‌ ‌you‌ ‌wait‌ ‌to‌ ‌retire‌ ‌at‌ 
age‌ ‌70,‌ ‌you’ll‌ ‌receive‌ ‌32%‌ ‌more‌ ‌for‌ ‌16‌ ‌years.‌ 
If‌ ‌your‌ ‌retirement‌ ‌income‌ ‌at‌ ‌age‌ ‌66‌ ‌was‌ ‌$2,000‌ ‌per‌ ‌month,‌ ‌this‌ ‌could‌ ‌be‌ ‌a‌ ‌difference‌ ‌of‌ ‌over‌ ‌$200,000‌ ‌during‌ ‌your‌ 
lifetime.‌ ‌Arriving‌ ‌at‌ ‌a‌ ‌decision‌ ‌on‌ ‌when‌ ‌to‌ ‌retire‌ ‌is‌ ‌not‌ ‌easy.‌ ‌If‌ ‌you‌ ‌retire‌ ‌early,‌ ‌it‌ ‌could‌ ‌affect‌ ‌your‌ ‌spouse’s‌ ‌benefits.‌ ‌And‌ 
wages‌ ‌and‌ ‌other‌ ‌taxable‌ ‌income‌ ‌could‌ ‌cause‌ ‌up‌ ‌to‌ ‌85%‌ ‌of‌ ‌your‌ ‌Social‌ ‌Security‌ ‌benefits‌ ‌to‌ ‌be‌ ‌exposed‌ ‌to‌ ‌income‌ ‌taxes.‌ 
Proper‌ ‌planning‌ ‌takes‌ ‌all‌ ‌of‌ ‌these‌ ‌factors‌ ‌into‌ ‌account‌ ‌to‌ ‌determine‌ ‌a‌ ‌Social‌ ‌Security‌ ‌strategy.‌ ‌For‌ ‌instance,‌ ‌a‌ ‌repositioning‌ 
of‌ ‌assets‌ ‌could‌ ‌reduce‌ ‌taxable‌ ‌income‌ ‌and‌ ‌provide‌ ‌for‌ ‌more‌ ‌reliable‌ ‌monthly‌ ‌income.‌ 
With‌ ‌over‌ ‌500‌ ‌different‌ ‌combinations‌ ‌of‌ ‌factors‌ ‌affecting‌ ‌benefits,‌ ‌it‌ ‌makes‌ ‌sense‌ ‌to‌ ‌talk‌ ‌to‌ ‌a‌ ‌financial‌ ‌advisor‌ ‌and‌ ‌get‌ ‌it‌‌
*******To find out more about how to use videos like this to attract your ideal client through digital marketing on the internet, click here.

Sales Rep-Work From Home

Want To Make 6 Figures with your Sales Skills,

Sell to Professionals in a Consultative Style,

And Have a Flexible Schedule,

All While Working from Home?


If so, please read on…

We are accepting applications to join our sales team and get paid to empower financial advisors with cutting edge video and online marketing solutions.

What Kind Of Qualifications Do You Need?

  • You have at least 2-3 Years of 1 on 1 sales experience (in person or over the phone).
  • You have managed your own pipeline before and turned prospects into clients (we’ll book calls directly into your calendar with warm qualified prospects).
  • You can show proven sales success from previous employment.
  • You are available 20 hours or more per week Monday through Friday.
  • You have hustler DNA and you’re willing to do what it takes.
  • You have an entrepreneurial spirit.
  • You are self-driven and ambitious.
  • You are competitive and enjoy a good challenge.
  • You enjoy communicating and interacting with others.
  • You have a high tolerance for pain. You can handle rejection well.
  • You are willing to put yourself out there and ask others to do things, buy things, etc.
  • You are coachable, willing to listen and learn, willing to try new methods, and receptive to advice.
  • You can handle critical feedback.
  • You enjoy bringing new creative ideas to the team to enhance sales results
  • Experience selling B2B is a plus.
  • Experience in financial services or similar fields is a huge plus.


This Is For You IF…

  • You love talking with people, building rapport, listening and finding the one reason they want to buy, and then tailoring your sales call around that.
  • You love making bold asks, and leading prospects to close. You know your job is not done until they enter their credit card information on the phone with you.
  • You are organized, resourceful, and persistent.
  • You are competitive and have a constant drive to hit your goals on an individual level and get excited about rising to the occasion of new goals.
  • You can quickly grasp details of the product and the sales process and move sales forward quickly.
  • You can create your own structured work environment.
  • You are a standard setter and will challenge your clients to rise up to achieve their highest potential.
  • You are proficient with technology (Google docs, Infusionsoft, Zoom, Join.me-we’ll teach you how to use this software if necessary).
  • You’re a quick study, you remember details, and you thrive on a dynamic and changing environment as we continue to evolve our sales processes.


Who Will You Work With?

We are FA Client Machine. We help financial advisors stand out from the crowd to attract and retain more clients with customized animated whiteboard videos. We also help advisors connect with new clients through highly effective lead generation systems using LinkedIn and Facebook.

We are a lean team of experts based in San Diego, CA, but our team is global. You can work from anywhere in the nation.


How Much Will You Make?

Our core programs are the Turnkey Video System, the LinkedIn Personal Touch System, and the Facebook Ads System, which all generate quick bursts of bonus cash for our Sales Reps with each sale, as well as predictable hourly income for all sales activities. Hourly pay is $20/hour, plus generous commissions for each sale.


Other Advantages of this Position:

This position offers both base pay and a generous commission structure. Our current Sales Rep is on track to make 6 figures this year. (He’ll be staying. His calendar is fully booked, which is why we’re bringing on a 2nd Sales Rep.)

Here are some of the other advantages of this position:

  1. Fully remote position (safety during coronavirus and no commute)
  2. Flexible schedule. You tell us when you’re available and we book around your schedule.
  3. Appointments booked into your calendar by talented Appointment Setters. You just get on the phone, do virtual presentations, and close.
  4. Selling to affluent clients in consultative, classy style.
  5. After 90 day trial period, offered employment with paid sick time and government benefits like paid family leave, short term disability insurance, unemployment insurance, workman’s comp,
  6. Comraderie and support through our sales team (President, Sales Rep and 2 appointment setters). We have a weekly sales meeting via Zoom video chat to strategize and encourage each other.
  7. Full stack of marketing materials to support your sales presentations, including print and pdf brochures, slide deck, sales videos, etc.
  8. Lead generation systems to generate warm contacts through webinars, partnership referrals, online opt ins, etc.
  9. Our current Sales Rep said that he appreciates this position because 1) we give him autonomy to do his thing and produce results and 2) at his last position, he just wasn’t having fun, but in this position he is 3) our sales meetings are actually productive and not a waste of time like some other positions he’s had and 4) our staff expresses gratitude about the supportive and affirming environment and culture we’ve created.


Your Next Steps…

We only have 1 available position, and are only considering those who take action by applying now.

Please reply to jobs@faclientmachine.com.

Use this subject line:

Sales Position for Growing Company mm/dd/yyyy

(put the date you apply)

Include any related experience and results you have.

Please include a 1-page cover letter as to why you think you would be a good fit, and also a separate copy of your resume, both in PDF format.

Also, please call this number (877) 5726871 ext. 708 and leave a voicemail as if you were calling a prospect who has indicated an interest in our Turnkey Video System. (This is a bit of role play).

Thank you for your time.



Financial Advisor Marketing

Video Transcript
Cashmore Financial Group http://www.cashmoreinvestments.com/co… (847) 231-6150
Choosing a retirement plan is a great step toward financial security. There are several types available, but here are the most common: 401(k)s and 403(b)s are plans offered by employers. 401(k)s are offered by for-profit companies, and 403(b)s are offered by public schools and some non-profit organizations.
Contributions are deducted from your paycheck, and are often matched by employers. They’re deducted pre-tax, grow tax-deferred, and are taxable on withdrawal. Traditional IRAs, or Individual Retirement Accounts, are opened by individuals through an investment firm or bank. They may be tax-deductible, grow tax-deferred and you pay tax when you take the money out.
A SIMPLE IRA plan is similar to a traditional IRA, but these accounts are set up by a small business owner, and usually permit larger contribution amounts.
And lastly, when you open a Roth IRA, you contribute after-tax dollars, the money grows tax-free, and you pay no tax on withdrawals. All these types of accounts have their own set of rules on eligibility, contribution amounts, and withdrawals.

For more information on retirement plans – give us a call today, or visit our website!

******To find out more about how to use videos like this to attract your ideal client through digital marketing on the internet, click here.

Financial Advisor Video Marketing

Video Transcript:
To keep your investment portfolio on target for financial goals, you want to balance risk and diversify your assets.

That’s the purpose of asset allocation – the process of dividing your portfolio among major categories like cash, stocks and bonds.

Historically, the returns of these three major asset categories have not moved up and down at the same time – so including a mix of these assets in your portfolio can protect against losses.

There is no perfect formula for asset allocation – it differs with each individual depending on their risk tolerance and time horizon. Risk tolerance is the amount of your investment you’re willing, or able, to lose in exchange for greater possible returns. Risk tolerance is closely tied to time horizon, or the amount of time you have to invest.

An investor saving to make a down payment on a home in 5 years might choose less risky investments than someone saving for retirement in 20 years. A longer time horizon allows more time to recover from loss.

Asset allocation may be one of the most important investment decisions you make with your portfolio – call us today to learn more.

*******To find out more about how to use videos like this to attract your ideal client through digital marketing on the internet, click here.
Make “click here” a hyperlink to http://www.FAClientMachine.com

White Board Video for Financial Services

Video Transcript

Cashmore Financial Group http://www.cashmoreinvestments.com/co… (847) 231-6150

If you’re nearing retirement, you may need to consider asset allocation in a different way. Be aware that asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. When you were younger, you may have invested in stocks and mutual funds for the growth and perhaps the diversification offered. You had time on your side. You invested for the long haul and could weather the ups and downs of the stock market. 

But when you’re nearing or in retirement, the ground rules change. Losses are difficult to recover and your income stream could suffer just when you’re counting on it. Often, a balance between stocks and bonds is used because these investments usually move in opposite directions. This is where asset allocation comes into play. Because investments may go up and down, and your financial needs may vary, your planning must allow for contingencies. Various types of investments can help accomplish this. 

By allocating investments for growth potential, guaranteed income, risk management, and taxes, we can develop a strategy to help you meet your financial goals. Please give us a call today to find out how you can allocate your assets for your retirement.

*******To find out more about how to use videos like this to attract your ideal client through digital marketing on the internet, click here.

Financial Advisor Videos

Video Transcript

Premiere Retirement Planning and Wealth Management https://www.premret.com/ (800) 313-6659

Just like the old warning against putting all of your eggs in one basket, if you put all your money in one company stock and it dropped like a rock, you’d lose everything. Diversification can help protect your portfolio from that scenario.  Diversification is the practice of spreading your money among different investments to reduce your risk of losses. A portfolio should be diversified at two levels; both between asset categories, such as stocks, bonds, and cash; and within those asset categories. Ideally, if one investment is losing money, another will be making gains. To diversity between asset categories with stock holdings, for example, you’d invest in a wide variety of industry sectors, such as energy, technology, financials, health care, and utilities. Then you would diversify again, within those sectors. There are many ways to diversify within sectors: invest by company, such as Google or Apple in the tech sector; by geographical market, like domestic or international or by company size, large-cap, mid-cap, or small-cap. 

Many people choose to diversify their portfolios with mutual funds or Exchange Traded Funds. These funds hold shares in a variety of companies, making it easier for investors to own a small portion of many investments.

For more information on how to achieve a diversified portfolio, give us a call or stop by our website today!

*******To find out more about how to use videos like this to attract your ideal client through digital marketing on the internet, click here.


Financial Advisor Marketing

Video Transcript

Stanley Dean, CLU, Insurance & Financial Services https://www.standean.com/ (800) 964-3326

You might be asking yourself, “When should I retire? Should I retire early or defer it?” Deciding when to retire may not be just one decision, but a series of decisions and calculations. For example, you’ll need to estimate not only your anticipated expenses but also what sources of retirement income you’ll have and how long you’ll need your retirement savings to last. You’ll need to take into account your life expectancy and health, as well as when you’ll want to start receiving Social Security or pension benefits. You’ll also want to consider when you’ll start to tap your retirement savings. Each of these factors may affect the others as part of an overall retirement income plan. Contact us today to get help to determine the best time for you to retire.

*******To find out more about how to use videos like this to attract your ideal client through digital marketing on the internet, click here.


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Founder, FA Client Machine
Author, 7 Steps to Video Marketing Success
Co-Creator, Turnkey Video System

Digital Marketing Expert.
Video Specialist.
Retired World Traveler (24 countries).
Future Real Estate Queen.
Devoted Wife.

Co-Creator, Turnkey Video System

Certified Financial Planner ® (30+ years)
Internet Marketing Expert.
Social Security Workshop Presenter.
Husband, Father, Grandfather.