Resources for Fiduciary Advisors | Educational Marketing Programs

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5 Traits that Make a Great Financial Educator

You may have heard about the benefit of educational marketing for financial advisors, but aren’t sure where to start. You’re not alone!

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

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.

	FMT Solutions	Competitor
COST	$6,900	$4,400
REGISTRATIONS	20	40
ATTENDEES	19	30
APPOINTMENTS	16	0
ROI	$11 per $1 spent	$0

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The latest from our blog

5 Traits that Make a Great Financial Educator

How to get clients as a financial advisor

Client acquisition trends

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