Success Stories


Mainly there’s surprise at how professional they look and sound, and the ‘was this your idea’ type question. This may be a reflection of how they see me and of course I give credit for the idea to myself. And then say I didn’t produce them but ‘I have a girl in California that does them for me’, which is a very impressive thing to be able to say. After they and I laugh, I say my coach (Stacey) recommended you and that you took it from there after I provided the draft text. These are non insurance people primarily, and I’ve heard multiple times that they are way more interesting than a video of me trying to explain this stuff. This bodes well for their effectiveness. My 14yo daughter got bored and quit watching after 30 seconds, but I still got cred for having my own youtube channel.

Billy Gwaltney
Disability Income Specialist & Founder of Professional Planning Group, Inc.
Charlotte, NC

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.

Kay Dee Cole
Financial Planner
Corvallis, Oregon

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. I felt like the pricing was reasonable and it was the right combination of time and need and the correct product offering. I have a younger partner and he had been on my case about our online presence, and so I brought in an SEO Consultant, and they suggested that we surely needed some video work. So adding your stuff we thought would be the right thing to do.

Douglas Oliver
Wealth Manager,
Oklahoma City, OK

We need to get going on digital marketing. We’re currently not doing anything. You hit a topic that really made sense to me, and that’s doing the whiteboard videos. We’re very aware we need to expand into the digital marketing world, and whiteboard videos seem very effective. Whiteboard videos seem like a simpler way to get information across, it’s something different rather than just an email, it seems like it might catch people’s attention.

David Braun
Investment Advisor
Greater Los Angeles Area

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.

Albert Aizin
Financial Advisor and Wealth Manager
Orange County, CA

“This is a unique product. I’ve seen variations on it elsewhere, but 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, but have no experience whatsoever. I’m younger than most of the people in this office, but even I graduated with my Masters at a time when they didn’t really teach much about social media marketing in school, even though now it’s a huge part of marketing. So that was a big plus. Plus, it’s in line with our current brand strategy, which is we take more of an educational approach to our marketing to separate ourselves from our competition. So this seemed to be a good marriage of strategies between you guys and us.”

Daniel Sowa
Director of Operations & Marketing
Sowa Financial Group, Inc.

Financial Advisors,

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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.

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