Thanks for reaching out

We look forward to connecting with you shortly


While you're here, check out these helpful resources

Financial advisor prospecting in 2024: Educate first

What’s the best way to prospect as a financial advisor in 2024? The answer may surprise you — but it shouldn’t. For anyone reading the

5 Traits that Make a Great Financial Educator

You may have heard about the benefit of educational marketing for financial advisors, but aren’t sure where to start. You’re not alone!

Want more insights?

Achieving results

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. 

Brenda Dozier/Financial Advisor