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FMT Educational Marketing System Yields an Average 3-5x ROI
​Educational Marketing Systems for Fiduciary Investment Advisors™

Marketing campaigns fill classrooms with financially qualified investors who pay to attend

FMT Solutions provides Registered Investment Advisors with a turn-key educational marketing system that places you (a fiduciary advisor) as the course instructor for a group of pre-qualified retirees in a classroom setting over multiple days.  


Are You Qualified to Provide Unbiased Education?

senior students in financial education event
We believe that a true Financial Advisor has a fiduciary responsibility to always act in their clients' best interest.  Advisors who are armed with accurate and unbiased educational materials are able to help their clients make better life-changing decisions.  Our course materials do not recommend any specific investment products.  However, we do recommend and encourage those looking to retire to seek the assistance of an honest and knowledgeable advisor.


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​Rather talk now?

Give us a call at
971-220-9229
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  • About
  • Advisors
  • Programs
  • Contact