Chalice Financial Network Adds FA Client Machine and Anchor Point to the Chalice Exchange Digital Marketplace

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Turnkey video marketing system and branded commentary videos set to supercharge Chalice members’ prospect and client outreach.

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...we’ve added FA Client Machine and Anchor Point to help our members keep up with the current marketing trend of using online videos to communicate with their current and prospective clients, all at unbelievable savings.

Chalice Financial Network™, an online member-based digital marketplace for independent, small and midsized business owners, added two new services for its members – FA Client Machine and Anchor Point – both turnkey, powerful video marketing tools that help advisors connect and educate both current and prospective clients.

“Our goal at Chalice is to help small and midsized business owners grow and run their businesses, and our platform gives them all the tools they need from M&A services to marketing and health insurance to accounting support,” said Keith Gregg, chairman and CEO of Chalice Financial Network. “And now we’ve added FA Client Machine and Anchor Point to help our members keep up with the current marketing trend of using online videos to communicate with their current and prospective clients, all at unbelievable savings. The videos are high quality and engaging, and both these new partners are committed to helping members get results.”

FA Client Machine takes a sophisticated approach to digital marketing, bringing cutting edge video marketing strategies to business owners looking to attract and retain more clients using whiteboard videos. The simple-to-use system will help members:

  • Communicate with prospects and clients in the most effective and forward-thinking way: video
  • Make complex financial concepts fun and easy to understand
  • Engage target audiences better than other communication tools with whiteboard videos

“Most business owners don’t have the time or inclination to learn the skill set needed to produce quality marketing videos, yet they’re a vital part of the marketing mix,” said Jill Addison, founder of FA Client Machine. “That’s where we come in. Our system is perfect for sophisticated advisors who have a clear niche they serve because it enables you to get custom yet affordable videos to laser target your ideal client.”

Learn more about FA Client Machine at

Anchor Point creates customized weekly market commentary videos that are fully branded, complete with the advisor’s photo, company logo, contact information, and necessary disclosures. The weekly videos are short, captivating, and comprehensive, reviewing the five major markets that most investors have some exposure to, along with the latest sector, capitation, economic, or geopolitical events that moved the markets.

The benefits of partnering with Anchor Point include:

  • Timely, relevant content delivered automatically every week
  • White-labeled video commentaries that reinforce the advisor’s brand
  • Commentary serves as a video business-card that clients and prospect want to see
  • Automatically uploaded to Vimeo or downloadable from Anchor Point’s servers
  • Comprehensive topics that span the global markets
  • Maximize marketing power with prebuilt, customized content
  • A team that partners with the advisor’s marketing department to leverage their company’s current marketing plan.
  • Weekly PDF reports that cover hundreds of indices

“One of the product features we’re most proud of is that we customize the video based on the advisor’s brand and values,” said Mitchell Wood, founder, Anchor Point. “Whether the advisor is bullish or bearish, conservative or aggressive, right-leaning or left-leaning, the commentary is carefully crafted to provide an experience that is informative and lines up with your values as an advisor.”

Learn more about Anchor Point at

About Chalice Financial Network™
Chalice Financial Network™, is an exclusive member-benefit organization dedicated to empowering today's small to mid-sized advisor. More than 51,000 members find solutions to their business challenges daily. Through the digital marketplace—Chalice Advisor Exchange™— the network provides access to best-in-class wealth management products and services in pursuit of the economies of scale and operational efficiencies advisors want and need to succeed. The community also provides unique peer-to-peer networking and collaboration opportunities creating a forum for sharing ideas and best practices to help strengthen members collectively. For more information, visit

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