Active retirees have found that the world they’ve retired into is more complex than they anticipated. Our changing economy and improved healthcare represent new opportunities and pitfalls, and many have found their retirement plan is overdue for a tune-up. They’re motivated to learn the new rules of investing and need an advisor they can rely upon throughout their retirement.
After you’ve built trust and credibility during the course, attendees can request a one-on-one consultation with you, now positioned as a subject matter expert. These consultations are typically completed within 1-2 weeks and held in-person or virtually.
During this session, attendees can ask specific questions about their personal financial situations.
I am a financial advisor and have been using the FMT platform for over a year. I have taught 6 classes and have had amazing results! The material we teach in class is spot on and covers everything my clients want to learn!
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.
Presenting the FMT seminars has made my business. I grew from $15M to $85M with this as my primary marketing activity.