Educational Marketing Systems for Fiduciary Investment Advisors™

Acquire new clients through virtual and in-person courses

More growth. Less work.

TURNKEY PROGRAM. WE HANDLE THE HEAVY LIFTING.

Market exclusivity

Your market area is exclusively yours and comes with affluent investors

Event marketing

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

FINRA-reviewed courses that convert

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

Expert training & support

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

Ready to connect with vetted prospects who are appointment-ready?

Stop pitching. Start educating.

Powerful results

Typical stats from one course

17

ATTENDEES

10

Appointments

$2.5M

from 4 new clients

$4M

in projected aum

Meet Mark

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.

Tried, tested and trusted for over 20 years

Acquire new clients

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

Establish credibility

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

Grow your pipeline

Improve the quality of potential clients and keep your funnel full

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

"Two million average"

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