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
right.‌
*******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.

 

Financial Advisor Video Marketing

Video Transcript

Independent Financial Solutions

http://www.scotthfortney.com

(719) 265-5091

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.
 

Whiteboard Animated Videos for Financial Advisors

Haven Wealth Management

https://www.thehavenwealth.com/

(415) 878-1177

You don’t have to be a math whiz or know how to pick stocks to become savvy about money. Being savvy about money is more about being engaged, understanding what you want and having a plan designed for your life. And it all starts with your experience with your advisor.

Take this quiz right now to rate your experience with the financial advisor in your life. I’ll read 5 questions, and you write down a score of 1 to 5, with 1 being non-existent, and 5 being absolutely yes. Total the points to determine if you are getting what you need and want from your advisor:

  • Number one: I understand the purpose for my money and feel totally confident about my progress.
  • Number two, I am financially organized and know what I have and how it will support me.
  • Number three, I enjoy meeting with my advisor and am constantly learning more about my money.
  • Number four, I have a financial plan that is designed around my life and helps me track my progress.
  • Number five, My financial knowledge has increased measurably since working with my advisor.

If you scored a 25, congratulations! You are fully engaged in planning for your financial life. If you scored less than 25, perhaps it’s time you engaged in a new experience. Our mission is to help every woman become fully engaged in her financial affairs, understanding the process and enjoying her journey to financial confidence.

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

Explainer Videos for Financial Services

Video Transcript

Premiere Retirement Planning and Wealth Management

https://www.premret.com

(800) 313-6659

Statistics say there is a seventy percent chance that you or your spouse will experience a need for long-term care!

Long-term care includes a range of services and supports you may need to meet your personal care needs. Most long-term care is not medical care, but rather assistance with the basic personal tasks of everyday life, sometimes called Activities of Daily Living (or ADLs). These include Bathing, Dressing, Using the toilet, Transferring to or from bed or chairs, Caring for incontinence, and Eating.

Other common long-term care services and supports are assistance with everyday tasks, sometimes called Instrumental Activities of Daily Living (or IADLs) These include Housework, Managing money, Taking medication, Preparing and cleaning up after meals, Shopping for groceries or clothes, Using the telephone or other communication devices, Caring for pets and Responding to emergency alerts such as fire alarms.

The cost of Long-Term care varies with the amount of coverage, length of care, and deductibles. The initial premium level will increase based upon the age at which you apply. Like all insurance, most people wait too long before applying. 1 in 4 who apply between the ages of 60 and69, don’t qualify. You owe it to yourself and family to know the options and prepare well today.

Call us to find out 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.

Financial Advisors,

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  • How to Turn Current Clients into Raving Fans
  • How to Speed Up the Pace of Your Referrals
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(Download a copy or have a paperback copy shipped to you)
JILL ADDISON
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).
Philanthropist.
Future Real Estate Queen.
Devoted Wife.
Learner.

JAMES STEWART, CFP®
Co-Creator, Turnkey Video System

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