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SPECIAL ANNOUNCEMENT
FMT Solutions has acquired Horsesmouth. Together, we are focused on delivering a more comprehensive approach to advisor growth, supporting financial advisors across the full growth cycle, from lead acquisition to closing and beyond. Read the full announcement on BusinessWire.

TRANSFORM YOUR CLIENT ACQUISITION

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FMT Solutions empowers independent financial advisors to engage affluent investors through classroom-based education. Our consulting services help you identify ideal leads, accelerate trust-building, and supercharge your firm’s growth.

Better leads, better results


Tired of unpredictable client acquisition costs?
FMT’s platform offers a scalable, effective alternative to cold calls and seminars.

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Exclusive Territories

Secure affluent investors in your firm’s practice area

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Comprehensive Services

We manage campaign planning, operations and enrollment so you can focus on what you do best

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FINRA-Reviewed Courses

Build trust by providing true education to invested prospects

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Dedicated Support

Our consultants provide personalized coaching and tools to help you build a loyal client base

Fueling advisor growth for 25 years


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Reach Quality Leads

Propietary data models help identify the highest-potential leads in your market area

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Establish Credibility

High-value courses establish your expertise and accelerate trust development

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Grow Your Pipeline

Fill your appointment book with ready-to-act leads to improve sales velocity and increase CLV

What our clients say


16 years of partnership with FMT has helped build $6 billion of AUM.

FMT delivered the best ROI of any of our client acquisition funnels.

[We'll be] running 75-80 classes this year because of the ROI.

Recognized by leading industry publications


Ready to supercharge your firm’s growth?