For as long as I can remember, I’ve been drawn to helping financial advisors do more of what they do best: serve clients with clarity
There’s a weird pressure in our profession: If you want to grow, you’ve got to “stand out.” But standing out often gets confused with
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!
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.
The average per class is a couple million AUM. Sometimes up to $3 million to $5 million. By educating first, the clients will follow.
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