Resources for Fiduciary Advisors | Educational Marketing Programs

The latest from our blog

How to get clients as a financial advisor

Earning clients as a financial advisor isn’t easy. The industry standbys — referrals, advertising, direct mail, and cold calls — are

RIA digital marketing is not enough: To grow, get back to your roots

There’s no doubt that the internet has become one of the most potentially cost-effective channels for marketing. Between email

INDEPENDENT CASE STUDY

Getting in front of potential clients doesn’t have to be an uphill battle. Download the Wealth Management article to learn how one advisor achieved 500%+ in ROI in just one year.

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By the numbers

3

COURSES

79

REGISTRATIONS

$12,195,884

AUM

$ 111,400

INCREMENTAL ANNUAL REVENUE

5.46

RATIO REVENUES TO COST

One advisor’s recent experiment

COMPARING FINANCIAL EDUCATION PLATFORMS

An advisor wanted to know where he should invest his marketing dollars—with FMT or our competitor. So he invested $4,400 with the other company and attracted 30 attendees to a “free webinar,” but had zero appointments. In fact, when the advisor followed up with attendees, some didn’t even remember joining the webinar.

Then the advisor turned to FMT to run a virtual course campaign. Of the 19 attendees, 16 converted to appointments. The advisor was able to get in front of quality prospects who were actively looking for financial guidance. With FMT, he achieved a return of $11 for every $1 invested.