Meet the pioneers of educational marketing

Helping advisors thrive for more than 20 years. Thrive with us for the next 20.

We give fiduciary investment advisors
the platform they need to grow more — with less work.

The best way to improve the financial lives of communities across the country is right here: financial planning and retirement education courses from subject matter experts. FMT links expert independent advisors to families in their communities through education. With our resources and support, advisors meet engaged attendees, build trust, and earn new clients.

Fueling Advisor Growth

leaf icon

20+
YEARS

teacher icon

80,000+
CLASSES NATIONWIDE

conversation icon

20
AVERAGE HOUSEHOLDS PER COURSE

Our purpose is to equip advisors with unbiased, exceptional courses that earn clients.

Qualified advisors bring their industry experience, licensing, and credentials. FMT brings everything else. With our support, financial advisors transform into instructors of engaging, relevant financial courses that communities value.

From 1:1 coaching to direct mail, RSVPs, customer support, and payment, we handle all the details so that the advisor can focus on what matters most: connecting with course attendees and growing their business. Explore more of our program to learn how today’s advisors are using education to earn lifelong clients.

EXPLORE PROGRAM

OUR VALUES

BUILDING COMMUNITY

The FMT team forms a close partnership with our advisors in service of supporting families in their local communities across the country.

INTENSELY CURIOUS

A love of learning drives our business. We share this curiosity with our advisors, who have chosen to be educators in their communities.

PURPOSEFUL CONSISTENCY

FMT crafts compliance-ready courses that empower financial businesses to grow and mature through education, no matter what challenges the world throws our way.

TRANSPARENT ACCOUNTABILITY

Sincere communication keeps us clear and accountable. We approach each conversation, team member, advisor, and attendee from a place of authenticity.

Join the
FMT Solutions Team

The FMT family stands strong in our values and support of one another — as team members and as individuals. A versatile team, we’ll never hesitate to adapt so that we can overcome the next big challenge and keep on growing.

Connect with us to see for yourself where this dedication and purpose will lead us next. We’re selective in who we work with, and we hope you are, too! If our passion for learning and community-building sounds like it could be a good fit, let’s talk.

VIEW CAREERS
team-photo-empowering-communities-background

Leadership Team

Nick Schilling

CEO

Cindy Barnes

CFO

Don Mason

CTO & COO

Carrie Roso

Director of Marketing & Product Development

Andrew Hinkle

Director of Sales & Account Management

We love to talk about growing your business. Want to chat?

LET’S CONNECT