TRANSFORM YOUR CLIENT ACQUISITION

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FMT Solutions empowers independent financial advisors to engage affluent investors through classroom-based education. Our consulting services help you identify ideal leads, accelerate trust-building, and supercharge your firm’s growth.

SCHEDULE STRATEGY SESSION

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SPECIAL ANNOUNCEMENT
 CEO Nick Schilling and CMO Carrie Roso joined ThinkAdvisor for a special webinar - Beyond Marketing: Turning Education into Your Most Effective Growth Tool. Currently available on-demand.

View On-Demand

Better leads, better results

Tired of unpredictable client acquisition costs?
FMT’s platform offers a scalable, effective alternative to cold calls and seminars.

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Exclusive Territories

Secure affluent investors in your firm’s practice area

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Comprehensive Services

We manage campaign planning, operations and enrollment so you can focus on what you do best

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FINRA-Reviewed Courses

Build trust by providing true education to invested prospects

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Dedicated Support

Our consultants provide personalized coaching and tools to help you build a loyal client base

Fueling advisor growth for over 20 years

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Reach Quality Leads

Propietary data models help identify the highest-potential leads in your market area

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Establish Credibility

High-value courses establish your expertise and accelerate trust development

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Grow Your Pipeline

Fill your appointment book with ready-to-act leads to improve sales velocity and increase CLV

What our clients say

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

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

The average per class is a couple million AUM. Sometimes up to $3 million to $5 million. By educating first, the clients will follow.

Brenda Dozier Financial Advisor

Recognized by leading industry publications

Ready to supercharge your firm’s growth?

BOOK A DISCOVERY CALL