Instructing a course helps to build credibility and trust with attendees, advancing you further along in that client relationship than traditional approaches like dinner seminars, emails, or cold calls. It makes the onboarding process faster and easier, and the foundation you’ve built results in them trusting you with their entire financial picture.
The client lifetime value is exponential when the foundation is education.
They stay with you and they refer more people like themselves = Educational Lifetime Value
The culmination of using educational marketing and focusing your time on this approach to growth, ultimately results in your time back. This builds a foundation of growth that improves and becomes more efficient over time.
years fueling education-first growth for advisors
households per course
In this time of economic uncertainty, people are searching for education, knowledge and understanding.
As an expert, you can fill that void. Build trust through education and establish a foundation for the move from instructor to advisor.
Financial advisors are natural teachers. Use our proven course materials and guidance to instinctively highlight your unique expertise.
Build trust and credibility with unbiased education and comprehensive coursework that meets attendees right where they’re at in their financial lives.
Financial planning for peak career professionalsEngage clients at ages 35-50
Retirement planning course for
Retirement optimization course for
Work closely with our advisor lead generation experts to develop an education-based marketing program that’s customized to your location and the unique focus of your practice. Once we’ve assembled your personalized strategy — including course materials, a market area, and marketing campaign strategy — the FMT team will continue to support you every step of the way.
FMT has been connecting fiduciary financial advisors to new families in their communities through a powerful, educational marketing approach for over 20 years. Leave the behind the scenes details to us. We handle everything from marketing and mailing to customer support, RSVPs, and payment so you can focus on what matters most — connecting with attendees through your course.
Presenting the FMT seminars has made my business. I grew from $15M to $85M with this as my primary marketing activity.
Explore more of our exclusive resources to discover how today’s advisors are using education to earn lifelong clients and future-proof their practices.