Jill Addison
San Diego, California, United States
17K followers
500+ connections
About
We help Independent Financial Advisors, RIAs and Loan Officers automate your online…
Articles by Jill
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Phone Sales Position, Top Income Potential, Work From Home
Phone Sales Position, Top Income Potential, Work From Home
By Jill Addison
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FA Client Machine just hired a superstar Project Manager, Valerie Stefan. Welcome, Valerie!
FA Client Machine just hired a superstar Project Manager, Valerie Stefan. Welcome, Valerie!
By Jill Addison
Activity
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Client Machines integrates with Redtail (and other CRMs) to help financial advisors deliver consistent, valuable content to your prospects! You know,…
Client Machines integrates with Redtail (and other CRMs) to help financial advisors deliver consistent, valuable content to your prospects! You know,…
Shared by Jill Addison
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Clients and prospects engaging in videos want quick, digestible information... We can help! #videomarketing #financialadvisormarketing
Clients and prospects engaging in videos want quick, digestible information... We can help! #videomarketing #financialadvisormarketing
Shared by Jill Addison
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Financial Advisors: Are you maximizing the information contained in your CRM? Do you have an automated plan for engaging with people and moving them…
Financial Advisors: Are you maximizing the information contained in your CRM? Do you have an automated plan for engaging with people and moving them…
Shared by Jill Addison
Experience
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FA Client Machine & LO Client Machine
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Education
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Activities and Societies: Chi Omega
Licenses & Certifications
Volunteer Experience
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Board President
Professional Women's Fellowship of San Diego
- 2 years
Education
Professional Women's Fellowship is a San Diego non-profit organization where Christian women connect at the intersection of business and faith.
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Small Group Leader
Awana ®
- 6 years
Children
Volunteered every Wednesday evening to teach a small group of 4-8 1st graders at Skyline Church in San Diego, helping them memorize Bible verses to lay a firm spiritual foundation for their lives.
Honors & Awards
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3-Time Winner -- Marketer of the Month
Get Clear Marketing Summit
Competed against top digital marketers in San Diego and won 1st place on 3 different occasions in the Marketer of the Month Contest.
Recommendations received
65 people have recommended Jill
Join now to viewMore activity by Jill
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Small businesses are finding themselves targets for Google Business scam calls... Have you received any calls like this?☣️
Small businesses are finding themselves targets for Google Business scam calls... Have you received any calls like this?☣️
Shared by Jill Addison
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Financial Advisors: 🎬 Ready to educate your clients on important topics like managing their credit reports? Let us help you create professional and…
Financial Advisors: 🎬 Ready to educate your clients on important topics like managing their credit reports? Let us help you create professional and…
Shared by Jill Addison
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Calling all Financial Advisors! 📅 SAVE THE DATE: Tuesday, May 28 at 12:00pm CT Redtail + Client Machines Unlocking Client Engagement: Driving Lead…
Calling all Financial Advisors! 📅 SAVE THE DATE: Tuesday, May 28 at 12:00pm CT Redtail + Client Machines Unlocking Client Engagement: Driving Lead…
Shared by Jill Addison
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🎥 Want to educate your clients about the benefits of debt in a fun and engaging way? Look no further! Contact us today to see how our whiteboard…
🎥 Want to educate your clients about the benefits of debt in a fun and engaging way? Look no further! Contact us today to see how our whiteboard…
Shared by Jill Addison
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🔺 Watch out for Facebook Messenger scams!
🔺 Watch out for Facebook Messenger scams!
Shared by Jill Addison
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🎬 Communicating with prospects and clients has never been easier with our informative whiteboard videos! 📈 Let's level up your social media game…
🎬 Communicating with prospects and clients has never been easier with our informative whiteboard videos! 📈 Let's level up your social media game…
Shared by Jill Addison
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Did you know that we help our Video Marketing Machine clients make the most of their Google Business Profiles? 🔔 LEARN MORE:…
Did you know that we help our Video Marketing Machine clients make the most of their Google Business Profiles? 🔔 LEARN MORE:…
Shared by Jill Addison
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📣Attention Insurance Agents! Are you struggling to create engaging content that emphasizes the importance of Life Insurance to your clients? Our…
📣Attention Insurance Agents! Are you struggling to create engaging content that emphasizes the importance of Life Insurance to your clients? Our…
Shared by Jill Addison
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🚨 Attention Insurance Agents: Struggling to attract clients with your posts? Let our Life Insurance whiteboard videos do the work for you!…
🚨 Attention Insurance Agents: Struggling to attract clients with your posts? Let our Life Insurance whiteboard videos do the work for you!…
Shared by Jill Addison
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How are you planning to use video in your online marketing this year? Here's what worked for Randy, a financial advisor in Grayslake, Illinois…
How are you planning to use video in your online marketing this year? Here's what worked for Randy, a financial advisor in Grayslake, Illinois…
Shared by Jill Addison
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Social media? Lead gen? AI? Digital marketing? Business challenges? What would YOU like to see a webinar about? What would you make time for in your…
Social media? Lead gen? AI? Digital marketing? Business challenges? What would YOU like to see a webinar about? What would you make time for in your…
Shared by Jill Addison
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Here's a powerful way to show your prospective clients the power of compound interest! 📈 #financialadvisormarketing #videomarketing
Here's a powerful way to show your prospective clients the power of compound interest! 📈 #financialadvisormarketing #videomarketing
Shared by Jill Addison
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Sick of trying to get your message heard through all the noise? Whiteboard videos are quick, simple, engaging, fun, and a way to humanize complex…
Sick of trying to get your message heard through all the noise? Whiteboard videos are quick, simple, engaging, fun, and a way to humanize complex…
Shared by Jill Addison
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If you're an insurance agent, this is a must-read! ✅ Define your target ✅ Create the digital customer journey ✅ Create high-quality content Our…
If you're an insurance agent, this is a must-read! ✅ Define your target ✅ Create the digital customer journey ✅ Create high-quality content Our…
Shared by Jill Addison
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Calling all Insurance Agents: 🌱 Growing your business has never been easier with the power of whiteboard videos and social media! 🚀 Educate your…
Calling all Insurance Agents: 🌱 Growing your business has never been easier with the power of whiteboard videos and social media! 🚀 Educate your…
Shared by Jill Addison
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✨ We are so honored to work with Kevin Guttman, a Certified Reverse Mortgage Professional out of Colorado.✨ #loanofficer #videomarketing…
✨ We are so honored to work with Kevin Guttman, a Certified Reverse Mortgage Professional out of Colorado.✨ #loanofficer #videomarketing…
Shared by Jill Addison
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Medicare Agents: Let our whiteboard videos do the talking for you 🎥✨ With engaging visuals and informative content, Medicare Advisors can easily…
Medicare Agents: Let our whiteboard videos do the talking for you 🎥✨ With engaging visuals and informative content, Medicare Advisors can easily…
Shared by Jill Addison
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