Cold calls and referrals can only bring you so far. It’s difficult to scale up client acquisition for financial advisors who rely solely
Figuring out how to get clients as a financial advisor isn’t easy. The industry standbys — referrals, advertising, direct mail, and cold
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.