Client Acquisition Through Education

Connect with affluent investors through virtual and in-person education

Fiduciary advisors are natural teachers. Let us help you shine as the subject matter expert so you can easily engage and convert qualified prospects. We’ll provide compliance-ready content and proactive support every step of the way. Watch the video to learn why high-performing advisors choose FMT.

RESULTSMATTER

A proven system to help you grow your practice

Tired of relying on hard-sell dinner presentations, referrals, cold calling and other low-yield and slow-moving marketing approaches? Meet your growth goals with an educational platform that attracts qualified prospects who pay to attend your course. Our FINRA-reviewed courses enable you to quickly and naturally cultivate new client relationships—whether in person or via the virtual classroom.

DOWNLOAD CLIENT ACQUISITION REPORT

HOW IT WORKS

Define strategy & reserve your exclusive market area

We promote your course & handle registrations

Teach the course in person and/or virtually

Book 1:1 sessions & win new clients

COURSES THAT CONVERT

Peak career professionals

For advisors focused on holistic planning

Pre-retirees

For advisors who want to build their pipeline

Retirees

For advisors focused on asset gathering

Powerful results

Typical stats from one course

17

ATTENDEES

10

Appointments

$2.5M

from 4 new clients

$4M

aum in pipeline

Claim your exclusive market area

Exclusivity is no longer a luxury, it’s a necessity. Each market area we build comes with targeted affluent investors. Every year, advisors leverage our turnkey educational marketing platform to educate over 30,000 affluent professionals, pre-retirees and retirees about financial planning and retirement income strategies. Learn how we help connect you with more qualified prospects who are seeking expertise and support from an advisor who aims to put them first.

DIGITAL PACKAGES TO BOOST ATTENDANCE

Reach new audiences and connect with more attendees

Custom event page & easy online registration
Brochure-to-mobile link feature & streamlined mobile registration
Head start marketing with shareable links for social & other digital channels
Course locator to search by geography & drive registrations

Committed to your success

SUPPORT EVERY STEP OF THE WAY

Instructor onboarding & training

Resources, webinars and best practices to help you deepen attendee engagement and close new business

Marketing strategy & guidance

Dedicated account managers help ensure your business goals align with your marketing calendar—providing ongoing guidance and coaching from start to finish

Proven course materials

From virtual and in-person course presentations and speaker notes to attendee workbooks and more, we set you and your prospects up for success

Plan for your annual client acquisition goals

Example roadmap to success

Marketing strategy	Marketing campaigns	Class sessions (2-3 hrs each)	Potential 1:1 sessions
1 market area	2-3x per year	4-6 per year	30-45 per year
2 market areas	4-6x per year	8-12 per year	60-90 per year
3 market areas	6-9x per year	12-18 per year	90-135 per year

Our clients and what they say

“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

“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

“Proven process”

Built from scratch an $80M AUM practice of nearly 200 households. My practice is thriving now and FMT is the core of our growth.

Michael A./Financial Advisor