There’s an old saying in business: “Not all revenue is good revenue.” It’s especially true for independent financial advisors. We’re
In an industry as competitive and relationship-driven as financial advising, prospecting is the lifeblood that keeps your practice
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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