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 * ABOUT
    * Careers

 * SUCCESS STORIES
   
 * PROGRAM
   
 * RESOURCES
    * Blog
    * Educational Marketing
    * 2023 Trends Report

Get A Demo



ACCELERATING ADVISOR GROWTH WITH CLASSROOM-BASED EDUCATION

BETTER LEADS, BETTER RESULTS

GROW MY BUSINESS

A new lens for propelling growth, optimizing your resources, and building trust
in your prospect pipeline

Download the white paper


STOP PITCHING. START EDUCATING.




MORE GROWTH. LESS WORK.

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YOU BRING YOUR EXPERTISE. 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


FUELING ADVISOR GROWTH


20+
YEARS


80,000+
CLASSES NATIONWIDE


20
AVERAGE HOUSEHOLDS PER COURSE


TRIED, TESTED AND TRUSTED FOR OVER 20 YEARS

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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

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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!

Financial Advisor Robert Jarman

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.

Financial Advisor Lee Hyder

The average per class is a couple million AUM. Sometimes up to $3 million to $5
million. By educating first, the clients will follow.

Financial Advisor Brenda Dozier



READY TO GET STARTED?

GET A DEMO

9450 SW Gemini Drive, PMB 19372
Beaverton, OR 97008

1-877-575-4205

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 * SUCCESS STORIES
 * PROGRAM
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