The educational marketing system you need to turn the right prospect into a long-term client.
People need financial information from a trusted source now more than ever. Now is the right time to unleash your inner educator. As a fiduciary advisor, you’re a natural fit.
Our marketing system gets motivated, affluent prospects to attend financial education courses that you lead. As the course instructor, you provide objective, comprehensive retirement information using our compliance-reviewed financial course materials.
Leave behind the sales pitch and start engaging with more qualified clients.
Our account managers will guide you through the process of marketing, scheduling and presenting financial courses.
Through FMT Solutions, you get:
Each market area we build for you comes with targeted affluent investors
FMT provides direct mail and email to targeted prospects, including RSVP management
FMT supplies you with up-to-date content for wealth management and retirement planning courses that’s FINRA reviewed and compliance ready
We have online and in-person course options that adhere to safety guidelines for each state
For more than 20 years, we’ve seen fiduciary advisors achieve success through objective, comprehensive retirement and wealth management advice.
Our advisors have taught more than 500,000 course attendees. And the longer advisors stay with our educational marketing system, the more they’ve grown their AUM.
Our educational marketing system will help you:
Tap into new sources of client acquisition instead of relying on referrals
Build more trust and credibility with potential clients
Increase the quality of potential clients in your pipeline
Teaching courses virtually is now a business necessity, not a nice to have. That’s why we offer training for advisors who are new to digital courses.
We also have up-to-date information on educational venue openings in each state.
Whether you want to offer in-person courses or go virtual, we’ve got you covered for either scenario.
Want FINRA-reviewed and compliance-ready financial education you can present to quality potential clients?
Fill out our form or call (971) 220-9243.