Enabling Financial Advisor Growth through Educational Marketing

Leading with education for over 20 years

LET'S GROW MY BUSINESS
Return On Time

A new lens for propelling growth, optimizing your resources, and building trust in your prospect pipeline

Download the white paper

Stop pitching. Start educating.

More growth. Less work.

TURNKEY PROGRAM. WE HANDLE THE HEAVY LIFTING.

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Market exclusivity

Instruct courses in market areas that are exclusively yours and come with affluent investors

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Course marketing

We take care of direct mail and digital marketing, plus RSVP management

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FINRA-reviewed courses that convert

Quickly build trust with qualified prospects who pay to attend your courses

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Expert training & support 

1:1 coaching and tools to help you master the classroom and convert attendees to clients

Fueling Advisor Growth

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20+
YEARS

teacher

80,000+
CLASSES NATIONWIDE

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20
AVERAGE HOUSEHOLDS PER COURSE

Putting growth online

How one advisor increased his appointment and conversion ratio with FMT’s virtual education platform

Mark, the principal of a boutique financial advisory practice in a growing suburb, needed a natural way to connect with qualified prospects who were appointment-ready.

LEARN ABOUT MARK'S STORY
meet mark

Tried, tested and trusted for over 20 years

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Acquire new clients

Tap into proven sources of client acquisition instead of relying on referrals

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Establish credibility

You're positioned as the subject matter expert so you can quickly build trust

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Grow your pipeline

Improve the quality of potential clients and keep your funnel full

Our clients and what they 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!

Financial Advisor Robert Jarman

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.

Financial Advisor Lee Hyder

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

Financial Advisor Brenda Dozier

Ready to get started?

GET A DEMO