GUIDE

30-Day Marketing Optimization

Marketing efforts tend to accumulate quietly. New tactics get added, old ones linger, and over time it becomes harder to tell what is contributing to growth versus what is simply consuming your time. This exercise creates space to evaluate what you are already doing and make a small number of deliberate decisions about what to continue, refine, or stop.

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Trusted by more than
500
independent advisors nationwide

FMT has delivered
80,000
educational classes

Over
500,000
investors educated

What You’ll Learn

With the 30-Day Marketing Optimization, you’ll understand:
How to inventory and evaluate your current marketing activities
The right questions to ask to understand impact
A framework to develop a focus for improvement and create an environment that enables change
A method for defining success in your improvement plan

About FMT

Founded in 2001, FMT Solutions empowers independent advisors to turn education into their most reliable growth engine. Through the Financial Educators Network, FMT delivers compliance-ready courses, precision targeting, and end-to-end event support—helping advisors teach with confidence and grow with purpose.

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