FMT Solutions was founded by veterans of the retirement education industry who experienced firsthand the common client acquisition challenges advisors face. From cold calling and over-relying on referrals to outsourcing to marketing agencies that underperformed, we saw an opportunity to create a turnkey program that helps advisors build their client base and give back to their local communities.
For more than two decades, we've helped fiduciary advisors grow their business through our FINRA-reviewed financial education platform. The advisors we work with have taught tens of thousands of courses to over half a million attendees at colleges, universities and educational venues nationwide. And the longer advisors use our educational marketing system, the more they've grown their AUM.
For more than two decades, we've helped fiduciary advisors grow their business through our FINRA-reviewed financial education platform. The advisors we work with have taught tens of thousands of courses to over half a million attendees at colleges, universities and educational venues nationwide. And the longer advisors use our educational marketing system, the more they've grown their AUM.
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We are proud to be the original architects of financial education seminars with more than 20 years of delivering powerful results. It's because of that trust and experience that financial advisors stick with us for many years. 2008 I've had a very positive experience and built from scratch an $80 million AUM practice of nearly 200 households.
Whether you're researching new ways to connect with engaged prospects or you are prepping for your next financial education class, check out our report for the latest in client acquisition trends. Getting in front of potential clients doesn't have to be an uphill battle. Download the Wealth Management article to learn how one advisor achieved 500%+ in ROI in just one year.
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