For decades, client prospecting for financial advisors has taken familiar forms: referral programs, cold calls, direct mail advertising,
Financial planners and advisors are at their best when engaging a local audience directly. Dinner seminars and small-group sales
Whether you’re researching new ways to connect with engaged prospects or you are prepping for your next financial education class, check out our report for the latest in client acquisition trends.
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.
Connecting virtually with clients and prospects is now a business necessity, not a nice to have. That’s why we offer training for advisors who are new to financial education and the virtual classroom.
Whether you want to offer in-person courses or go virtual, we’ve got you covered.
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.
|ROI||$11 per $1 spent||$0|
Mark, the principal of a boutique financial advisory practice in a growing suburb, needed a natural way to connect with qualified prospects who were appointment-ready.
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