Marketing campaigns fill classrooms with financially qualified investors who pay to attend

FMT Solutions provides Registered Investment Advisors with a turn-key educational marketing system that places you (a fiduciary advisor) as the course instructor for a group of pre-qualified retirees in a classroom setting over multiple days.

Are You Qualified to Provide Unbiased Education?

seniors in financial education classroom

We believe that a true Financial Advisor has a fiduciary responsibility to always act in their clients' best interest. Advisors who are armed with accurate and unbiased educational materials are able to help their clients make better life-changing decisions. Our course materials do not recommend any specific investment products. However, we do recommend and encourage those looking to retire to seek the assistance of an honest and knowledgeable advisor.

First Name

Last Name

Phone

Firm

Address

City

State

Zip Code

Which services are you licensed to provide? Series 65

Series 66

Series 7

Insurance - Any

I typically work with clients who are: Pre-Retirees (aged 35-50)

Pre-Retirees (aged 50-65)

Post-Retirees (aged 65-75)

Post-Retirees (aged 75+)

How did you hear about us?

Rather talk now?
Give us a call at
971-220-9229

Proven Educational Marketing Systems for Top Producers

Marketing campaigns fill classrooms with financially qualified investors who pay to attend

Are You Qualified to Provide Unbiased Education?