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The latest from our blog

Four keys to faster client acquisition for financial advisors

Cold calls and referrals can only bring you so far. It’s difficult to scale up client acquisition for financial advisors who rely solely

How to get clients as a financial advisor in 2021

Figuring out how to get clients as a financial advisor isn’t easy. The industry standbys — referrals, advertising, direct mail, and cold

Client acquisition trends

FEATURED THOUGHT LEADERSHIP

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.

500%+ one-year ROI

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.

By the numbers

3

COURSES

people

79

REGISTRATIONS

$12,195,884

AUM

$ 111,400

INCREMENTAL ANNUAL REVENUE

5.46

RATIO REVENUES TO COST

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Educate, engage and convert like a pro

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.

SIGN UP FOR FREE WEBINARS

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

GET A DEMO
Meet Mark

Putting growth online

How one advisor increased his appointment and conversion ratio with FMT’s virtual education platform

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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