The experts in educational marketing systems 

Tried, tested and trusted for over 20 years

Mask Group 9

We help advisors build thriving businesses

FMT Solutions was founded by veterans of the retirement education industry who experienced firsthand the common client acquisition challenges advisors face. From cold calling and over-relying on referrals to outsourcing to marketing agencies that underperformed, we saw an opportunity to create a turnkey program that helps advisors build their client base and give back to their local communities.

For more than two decades, we’ve helped fiduciary advisors grow their business through our FINRA-reviewed financial education platform. The advisors we work with have taught tens of thousands of courses to over half a million attendees at colleges, universities and educational venues nationwide. And the longer advisors use our educational marketing system, the more they’ve grown their AUM.

OVER20

years’ experience in financial education

OVER22k

marketing campaign launched

MORE THAN500k

investors educated

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OUR MISSION

We're on a mission to help fiduciary advisors help others.

We do this by equipping advisors with compliance-ready financial planning and retirement education courses offered throughout the country. We help position advisors as subject matter experts, so they’re able to quickly build trust and credibility with engaged prospects who are appointment-ready.

HOW WE WORK WITH YOU


The best way to help prospects make good financial decisions is through quality education

Every fiduciary advisor has a responsibility to always act in their clients' best interest. We are selective in who we work with, and we want it to be a good fit for everyone. In order to qualify to teach our courses, advisors must have sufficient industry licensing and credentials and agree to not market any financial products during the class.

OUR VISION

Our vision is to be an end-to-end marketing service provider to financial advisors

OUR VALUES

INTEGRITY

Honesty and respect are at the center or everything we do. We adhere to strong ethical principles and truthfulness, and we consider the impact of our decisions on others.

COLLABORATION

We believe in the power of teamwork. When we prioritize collaboration and work together openly, we’re able to execute with speed, impact and creativity.

IMPACT

We’re proactive, driven and go the extra mile to create a more meaningful and successful culture and advisor experience.

SERVICE

Serving others is more than taking orders. We are go-getters who jump to get ahead of potential roadblocks, seize on opportunities and add real value.

ACCOUNTABILITY

We own our actions and are the first to admit mistakes. We learn from successes and setbacks and strive to make things better.

Ready to become a better advisor?

It’s time to offer qualified prospects the opportunity to gain financial insights the way they want, addressing their unique goals for the future.

By leveraging all that our turnkey marketing platform has to offer, you’ll gain a more impactful, valuable way to acquire your best lifelong clients.

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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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