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Dan Williams-Video Testimonial

June 08, 2023

Video Transcript


Speaker: Dan Williams, C2 Financial

Tell us about your experience working with us.

Dan Williams: Hi, my name is Dan Williams. I'm with C2 Financial here in Southern California. And I wanted to work with Client Machines because I understood they could help me in two important ways. Number one was the videos for the reverse mortgages, and they have these videos that they put together, I call them explainer videos, that are really great, easy to understand, easy to understand, excuse me and concise. And so far I've been sending those out and the people that I'm sending them out to are reacting really well to them. They are working really well and spurring more discussions. The second piece that I worked with Client Machines, the other product or service that I bought was having them do LinkedIn campaigns targeting financial advisors within a certain niche that I work in. And it went extremely well. It's exceeded my expectations. What Cherie did is connect with these financial advisors, and then they in turn scheduled meetings with me, and I'm already driving business because of those new relationships. So Client Machines, gosh, I would say exceeded my expectations, real easily exceeded them and I had no idea it would be so effective and so important for me and my business and my team. So I highly recommend working with them on either of the channels that I did: the videos for the reverse mortgages or the LinkedIn campaign that they did so well. Client Machines once again did a great job, and I'm very happy to endorse what they do!



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