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Read What Many Advisors Have Accomplished Bob Johnson In 1995 Robert Johnson and his partners decided to use worksite marketing as their main source of prospecting. At the time they started calling on employers they had approximately 25 million dollars under management. Two years after they started this approach they had tripled their revenues and began to hire additional staff to support all of the new clients they had developed. By 1999 over 75 businesses and organizations had signed up to have seminar presentations delivered, on site, through Robert's firm. As Robert and his partners approached the new millennium, their assets under management reached four hundred million dollars and are still growing. Virtually all of the new business came from presentations for employers and organizations throughout Minnesota. Today Robert has over 40 reps working in his financial planning practice. His future plans include retiring before he turns 50. He is well on his way to accomplishing that goal. Barb Hall Barbara Hall was a struggling part time financial advisor who needed to hold down a full time position as an outside sales rep with a pharmaceutical firm in order to pay the bills and provide for her family. In 1992 Barbara started working with Jeff Franz to develop a worksite strategy that would work for her. Within 12 months Barbara had quit her other job and became a full time planner. This was in large part due to having secured several companies as seminar sponsors. Her first two seminar presentations netted her $50,000 in commissions. Barbara now runs an extremely successful advisory firm with a thriving fee based business as well as commission driven. She holds seminars for several fortune 500 firms and through those efforts has several executives from these firms as personal financial planning clients. She generates between $250,000 and $500,000 in income each year. Read more success stories and what other advisors have to say about FMT Solutions - Click here. Fast-Track to Master Seminar Marketing Advantages of Worksite/Organizational Marketing Contact us for more information or to register.
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Seminars
- Tool Kit - Training
- Brochures - Broker/Dealers
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