FMT Solutions was founded by veterans of the retirement education industry who experienced firsthand the common client acquisition challenges advisors face. From cold calling and over-relying on referrals to outsourcing to marketing agencies that underperformed, we saw an opportunity to create a turnkey program that helps advisors build their client base and give back to their local communities.
For more than two decades, we've helped fiduciary advisors grow their business through our FINRA-reviewed financial education platform. The advisors we work with have taught tens of thousands of courses to over half a million attendees at colleges, universities and educational venues nationwide. And the longer advisors use our educational marketing system, the more they've grown their AUM.
We do this by equipping advisors with compliance-ready financial planning and retirement education courses offered throughout the country. We help position advisors as subject matter experts, so they're able to quickly build trust and credibility with engaged prospects who are appointment-ready.
For more than two decades, we've helped fiduciary advisors grow their business through our FINRA-reviewed financial education platform. The advisors we work with have taught tens of thousands of courses to over half a million attendees at colleges, universities and educational venues nationwide. And the longer advisors use our educational marketing system, the more they've grown their AUM.
We do this by equipping advisors with compliance-ready financial planning and retirement education courses offered throughout the country. We help position advisors as subject matter experts, so they're able to quickly build trust and credibility with engaged prospects who are appointment-ready.
Services
We are proud to be the original architects of financial education seminars with more than 20 years of delivering powerful results.
It's because of that trust and experience that financial advisors stick with us for many years.
2008 I've had a very positive experience and built from scratch an $80 million AUM practice of nearly 200 households.
My practice is thriving now and FMT is the core of our growth.
Their reliable, proven process is one of the best ways to grow a business and I couldn't be more pleased with them.
It's because of that trust and experience that financial advisors stick with us for many years.
2008 I've had a very positive experience and built from scratch an $80 million AUM practice of nearly 200 households.
My practice is thriving now and FMT is the core of our growth.
Their reliable, proven process is one of the best ways to grow a business and I couldn't be more pleased with them.
Fiduciary advisors are natural teachers.
Let us help you shine as the subject matter expert so you can easily engage and convert qualified prospects.
We'll provide compliance-ready content and proactive support every step of the way.
Watch the video to learn why high-performing advisors choose FMT.
Tired of relying on hard-sell dinner presentations, referrals, cold calling and other low-yield and slow-moving marketing approaches?
Meet your growth goals with an educational platform that attracts qualified prospects who pay to attend your course.
Let us help you shine as the subject matter expert so you can easily engage and convert qualified prospects.
We'll provide compliance-ready content and proactive support every step of the way.
Watch the video to learn why high-performing advisors choose FMT.
Tired of relying on hard-sell dinner presentations, referrals, cold calling and other low-yield and slow-moving marketing approaches?
Meet your growth goals with an educational platform that attracts qualified prospects who pay to attend your course.
Whether you're researching new ways to connect with engaged prospects or you are prepping for your next financial education class, check out our report for the latest in client acquisition trends.
Getting in front of potential clients doesn't have to be an uphill battle.
Download the Wealth Management article to learn how one advisor achieved 500%+ in ROI in just one year.
Connecting virtually with clients and prospects is now a business necessity, not a nice to have.
That's why we offer training for advisors who are new to financial education and the virtual classroom.
Getting in front of potential clients doesn't have to be an uphill battle.
Download the Wealth Management article to learn how one advisor achieved 500%+ in ROI in just one year.
Connecting virtually with clients and prospects is now a business necessity, not a nice to have.
That's why we offer training for advisors who are new to financial education and the virtual classroom.
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