Thank you for submitting the form

Thanks for reaching out

We look forward to connecting with you shortly

While you're here, check out these helpful resources

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

One advisor's recent results

Virtual Courses 2
Attendees 46
Appointments 22
New Clients 6

AUM Transferred : $4.5M
Potential AUM in pipeline: $4M

Our clients and what they say

“Amazing results”

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!

Robert Jarman/Financial Advisor

“They deliver”

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.

Lee Hyder/Financial Advisor

"Two million average"

The average per class is a couple million AUM. Sometimes up to $3 million to $5 million. By educating first, the clients will follow.