The Retirement Planning Today program has exceeded my expectations. The response to the mailings have been so great, we actually had to stop taking reservations and refer those attendees to sign up for the next class sessions! The appointment ratio from each class has been nearly 85% each time. Each mailing has eventually brought in between $5 million and $7 million in investments alone. We also average 3-4 LTC cases and 2 life cases from each mailing also. I have had so many appointments from these workshops that I have been delayed getting this email out to you. That's a nice problem to have! I am no stranger to seminars and mailings. The FMT program is, by far, the best lead generator I have found in my 18 years in this business.
– Gary Goldberg, St. Louis, MO.

I am writing to let you know just how grateful my business partner John Stolar and I are for FMT. We have successfully completed another class that was sponsored by a local university. I am sure you realize how thrilled we were that the classes were so large that we had to split off into a third session. The fun has only begun again as we are now setting up complimentary consultations for nearly all the attendees. The facts are that we now look at FMT and the business it has generated and wonder what we would be doing if not for your program. Using FMT has allowed us to direct our efforts at assets under management by taking the highest trails on all our business. While we see the difference in the way we gather assets we know we are now able to position our company for the long-term due to trail business. We would encourage any rep purchasing your system to follow your program and not try to reinvent it. Thank you for changing our business. We are forever grateful.
– Allen Poe, Morgantown, WV.

Since becoming a client of FMT Solutions my business has increased dramatically. We recently had an unbelievable 3 classes where only 8 units out of all 3 classes of 90 units didn't ask for their consultation. I am so busy right now I'm grumpy (just kidding). Thanks go to all of you there at FMT for holding my hand on this thing. Right now I am up to 2.1 million in assets acquired with much more to come in the upcoming months. Not only am I bringing in assets immediately but I see the long-term benefits of clients developing over the next several years from each of the classes I do. Thanks again!
– Todd Halterman, Kennewick, WA.

Thought I'd give you an update on my first seminar results thusfar. I believe with the combination of fees and commissions, I'm at $82,000+ and I'm still working with people on various issues that have yet to be determined. All in all, I'd say that my investment in FMT's program has been well worth it. Considering the roughly $12,000 in licensing, mailing, workbooks and room charges, my return is over 600% for the first program and climbing. So, thank you Jeff. Thanks to you and Todd and especially for your encouragement. I'd highly recommend you.
– Peter Starr, Wilmington, NC.

I just wanted to let you and Jeff know that I just finished my first retirement planning today workshop and I had the best results ever! I had more people sign up to attend the workshop and all but 4 out of 35 households signed up for the one on one. It was fantastic. Thanks for all of your support!
– Julie Bird, Colleyville, TX

I have done many seminars, even retirement seminars and I had by far the best results with FMT Solutions' Retirement Planning Today. I recently did a 10,000 piece mailing and had 57 buying units register for the seminar. This is the highest response I have ever had. On top of that, I just finished one of my classes and had 16 out of 18 buying units request an appointment with me. This will keep me very busy and excited at the prospect of having found a marketing system that works."
– Dave Robertson, Bingham Farms, MI

I have been working with FMT for a couple of years and recently started using the "Retirement Planning Today" turnkey seminar package. Jeff and Todd are very knowledgeable and their advice helped put over 70 buying units in the seats with a 10,000 piece mailer. I have scheduled or met with over 25 of these buying units so far . . . with more face to face meeting over the next month. The best part of this program is that the prospects come into my office have already decided to work with me since your credibility is already established.
– Gary Bowman, Yorba Linda, CA

I want to share the good news! I just booked an overflow class at the local community college per their request to handle the wait list for an upcoming seminar. From a 10,000 count mailer the total attendance for four classes at two different campus locations is approaching 100 units. Your system has provided a great response. I will be calling to order more workbooks. I enjoy this type of problem. Thanks!
– Mark Hendrix, Olean, NY

I have been doing seminars for many years, primarily using the Successful Money Management System. Recently, I decided to work with FMT Solutions using Retirement Planning Today. My first seminar brought terrific results. I used the FMT turn-key mailing system and had 50 buying units register from 10,000 brochures. I wasn't expecting that type of response based on what I had seen over the past few years and almost ran out of workbooks. What a great problem to have.
- Steve Wilcox, San Ramon, CA

"The seminar training Jeff Franz and Todd Bachman deliver is excellent. The content has a lot of relevant information for those of us who do seminars and for those of us who are desirous of doing seminars. The knowledge provided by them takes years off the learning curve and provides financial professionals with the highest probability of success. I would recommend them highly to anyone interested in learning how to begin or improve a seminar marketing approach."
- Allen Chinoy, Darien, IL., MBA, RFC, MDRT Court of the Table Producer

Thank you for your help on our first Retirement Planning Today seminar.
We have not had that many people register for our class since we started (conducting multiple-session seminars) many years ago. Our attendance had dropped way off and I was not even sure if it was worth doing (seminars) again.
- Ron Bickford, Minneapolis, MN

We have been using FSSR and SMMS for over 10 years. We were about to give up on seminars until Jeff called. At the FMT Solutions training conference my eyes were completely opened along with a renewed enthusiasm for doing seminars. They truly know this process better than anyone we have seen. Jeff is a great partner to have because he will work with you so that you present the material in the most efficient way possible. Todd is a guru in the direct mail world and in the first mailing we had an improvement of over 400% from FSSR. I would recommend to anyone that wants to stop wasting money to give these guys a call.
– Ned Kissinger, Hunt Valley, MD

I've worked with Jeff for many years and find his solutions easy and effective. He is a wealth of information. No matter how experienced you are, Jeff always seems to have a better way. There were many cases that I felt I had it "under control," but if it were not for Jeff, the deal would have fallen through. In a world where time is so very precious, Jeff always gets me to point "B" much faster than if I did it myself.
– Paul J. Zaio, President, Independence Wealth Management, Inc.

"In December of 2001 I hired FMT Solutions to assist me with my seminar marketing efforts. Two things stand out in working with Jeff Franz and Todd Bachman. One is their extensive and in-depth knowledge based on experience. They are clearly the premier experts in the field of sponsored seminars for financial professionals. Also note worthy is their sincerity. They genuinely care about me and my success. Without them my learning curve would have been much more difficult to climb. I recommend them highly to anyone who wants to do seminar/worksite marketing.
- Dale Van Metre, PhD, Financial Advisor, Eugene, OR

"I attended the FMT Solutions seminar training conference in early 2003. Not only was it the best seminar training I have ever had, it was one of the best trainings in any area of marketing that I have ever been involved with. The information was specific and offered an actual plan to implement marketing strategies that help expand our business. I would recommend FMT to anyone who is looking for more effective ways to market their financial practice.
– Kelvin Vaughn, Pasadena, CA

"When it comes to public or privately sponsored seminars, Todd is a wealth of knowledge. Anyone interested in building their practice through seminar marketing will benefit from his advice and experience."
- Anthony Badalamenti, St. Louis, MO.

"Jeff's expertise in seminar marketing is second to none. He knows how to maximize attendance, and what type of presentation material works best. More importantly, he knows how to turn those attendees into clients. He gave me one idea in particular that helped me get into several corporations which in turn allowed me to bring in over $100,000 in commissions from those seminars alone. I would recommend him to anyone who is serious about bringing in big bucks through seminar marketing."
– Tony Gennaro, Pittsburgh, PA.

"Todd helped me every step of the way when I was a "fledgling" SMMS licensee. His words of encouragement have kept me going these last 5 years. The materials are great from SMMS, but the support I got from Todd way back when was solid and his follow up kept me with the SMMS system."
– Paul Hakel, Erie, PA.

"It is difficult to describe Jeff's services in a couple of sentences. I've worked with Jeff Franz for nearly ten years and can honestly say that he is a master at marketing seminars to any type of potential sponsor. I call him the mailman, because he delivers!"
– Ron Gebert, Glenview, IL, 35-year financial professional

"Todd has been a significant help to me in the past and I am certain others will benefit from his knowledge in this area. His assistance to me in these areas and others was truly immeasurable. I equate much of my success at seminar-based marketing to Todd and his wise counsel over the years. As others receive the same insight, wise counsel and courtesy that I have received from Todd, their success in seminar-based marketing will no doubt be in large part due to his experience and knowledge in this strategic area of business development."
– Mark Graham, Spokane, WA.

"Jeff Franz is the most knowledgeable person I've met or even heard about in the area of setting up financial education programs with corporations. What Jeff Franz teaches works because it's not theory; he's actually been successful at doing what he teaches. I have no reservations about endorsing Jeff."
– Carl Kennedy, Seneca, SC Ph.D.,OSJ- Manager, National Marketing Director

"In the years that I worked with Todd he always exuded enthusiasm for helping the rep in the field. He is someone I would want in my corner to help boost production!"
– Bob Weber, Norcross, GA.

Jeff is one of the pioneers of the worksite marketing movement. He has spent years working in cooperation with HR executives to secure financial education for their employees. He has a vast library of information on working with HR departments. I would recommend his services to any advisor considering working in this lucrative market.
– Mark Johnson, Dallas TX.

"Todd's help, guidance and recommendations were always and consistently very, very helpful and were directly related to the success I experienced with the seminar system."
– Michael Pultro, RFC, New Britain, PA.

"Todd was the creative force behind the design of our company logo and our corporate brochure—both of which we are extremely excited about. He also helped us to communicate our business philosophy in a straightforward, concise manner. We are impressed with his turnaround time, and thankful for his gifts! We look forward to working with FMT Solutions again in the near future."
– David P. Koshinski, Decatur, IL


 

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