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Submitted URL: https://fmtsolutions.com/
Effective URL: https://www.fmtsolutions.com/
Submission: On September 06 via api from US — Scanned from US
Effective URL: https://www.fmtsolutions.com/
Submission: On September 06 via api from US — Scanned from US
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Press Alt+1 for screen-reader mode, Alt+0 to cancelAccessibility Screen-Reader Guide, Feedback, and Issue Reporting × This website stores cookies on your computer. These cookies are used to collect information about how you interact with our website and allow us to remember you. We use this information in order to improve and customize your browsing experience and for analytics and metrics about our visitors both on this website and other media. To find out more about the cookies we use, see our Privacy Policy. Accept * ABOUT * SUCCESS STORIES * PROGRAM * RESOURCES * Blog * Webinars * Power Hour * Educational Marketing * 2023 Trends Report * Get A Demo * Contact Us EDUCATIONAL MARKETING SYSTEMS FOR FIDUCIARY INVESTMENT ADVISORS™ ACQUIRE NEW CLIENTS THROUGH VIRTUAL AND IN-PERSON COURSES LET'S GROW MY BUSINESS MORE GROWTH. LESS WORK. TURNKEY PROGRAM. WE HANDLE THE HEAVY LIFTING. MARKET EXCLUSIVITY Instruct courses in market areas that are exclusively yours and come with affluent investors COURSE MARKETING We take care of direct mail and digital marketing, plus RSVP management FINRA-REVIEWED COURSES THAT CONVERT Quickly build trust with qualified prospects who pay to attend your courses EXPERT TRAINING & SUPPORT 1:1 coaching and tools to help you master the classroom and convert attendees to clients STOP PITCHING. START EDUCATING. POWERFUL RESULTS TYPICAL STATS FROM ONE COURSE 17 ATTENDEES 10 APPOINTMENTS $2.5M FROM 4 NEW CLIENTS $4M AUM IN PIPELINE Meet Mark PUTTING GROWTH ONLINE HOW ONE ADVISOR INCREASED HIS APPOINTMENT AND CONVERSION RATIO WITH FMT’S VIRTUAL EDUCATION PLATFORM Mark, the principal of a boutique financial advisory practice in a growing suburb, needed a natural way to connect with qualified prospects who were appointment-ready. LEARN ABOUT MARK'S STORY TRIED, TESTED AND TRUSTED FOR OVER 20 YEARS ACQUIRE NEW CLIENTS Tap into proven sources of client acquisition instead of relying on referrals ESTABLISH CREDIBILITY You're positioned as the subject matter expert so you can quickly build trust GROW YOUR PIPELINE Improve the quality of potential clients and keep your funnel full OUR CLIENTS AND WHAT THEY SAY “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 “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 “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 * 1 * 2 * 3 READY TO GET STARTED? GET A DEMO 10260 SW Greenburg Road, Suite 400 Portland, OR 97223 info@fmtsolutions.com 1-800-430-7016 * * * ABOUT * SUCCESS STORIES * PROGRAM * RESOURCES Copyright © 2023 FMT Solutions, LLC. All Rights Reserved. PRIVACY POLICY TERMS & CONDITIONS