Financial Planning Course
For Peak Career Professionals

Engage clients ages 35 - 50

Recommended for advisors focused on holistic planning

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Future-proof your practice

Generation X and Millennials have arrived. As boomers exit the workforce in record numbers, the next wave of professionals are entering the peak of their careers. With increasing income and limited time, these generations are seeking trusted fiduciary advisors to help them navigate their financial lives. Be part of their journey with proven financial education and holistic planning.

DAY 1

  • • LIFE & WEALTH PLANNING
  • • BARRIERS TO WEALTH ACCUMULATION
  • • TAX ADVANTAGED INVESTMENT VEHICLES

DAY 2

  • • MANAGING FAMILY FINANCES
  • • INVESTMENT STRATEGIES
  • • RISK MANAGEMENT STRATEGIES

Is this course right for my practice?

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Wealth Creation Today

Convert prospects to clients

Deepen relationships with 1:1 session

After you’ve built trust and credibility during the course, attendees can request a one-on-one consultation with you, now positioned as a subject matter expert. These consultations are typically completed within 1-2 weeks and held in-person or virtually.

During this session, attendees can ask specific questions about their personal financial situations.

Plan for your annual client acquisition goals

Roadmap to success

Marketing
strategy
Marketing
campaigns
Class sessions
(2-3 hrs each)
Potential
1:1 session
1 market area 2-3x per year 4-6 per year 30-45 sessions
2 market areas 4-6x per year 8-12 per year 60-90 sessions
3 market areas 6-9x per year 24-36 per year 90-135 sessions

Our clients and what they say

“Amazing results”

I am a financial advisor and have been using the FMT platform for over a year. I have taught 6 classes and have had amazing results! The material we teach in class is spot on and covers everything my clients want to learn!

Robert Jarman/Financial Advisor

“They deliver”

I have used FMT for about 6 years and find them to deliver 100% of what they promise. Their process helped me add about $60 million of assets under management.
 

Lee Hyder/Financial Advisor

“My business grew”

Presenting the FMT seminars has made my business. I grew from $15M to $85M with this as my primary marketing activity.

Steve Margulin/Financial Advisor

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