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.
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.
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.
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.
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.
We’re proactive, driven and go the extra mile to create a more meaningful and successful culture and advisor experience.
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.
We own our actions and are the first to admit mistakes. We learn from successes and setbacks and strive to make things better.
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.
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!
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.
Presenting the FMT seminars has made my business. I grew from $15M to $85M with this as my primary marketing activity.