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.
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.
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
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.
Resources, webinars and best practices to help you deepen attendee engagement and close new business
Dedicated account managers help ensure your business goals align with your marketing calendar—providing ongoing guidance and coaching from start to finish
From virtual and in-person course presentations and speaker notes to attendee workbooks and more, we set you and your prospects up for success
Presenting the FMT seminars has made my business. I grew from $15M to $85M with this as my primary marketing activity.
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.
Built from scratch an $80M AUM practice of nearly 200 households. My practice is thriving now and FMT is the core of our growth.