Education-Led Growth: How It Works

Transform your client acquisition by engaging ideal prospects with proven educational programs.

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Challenges to advisory firm growth

Independent financial advisors face an increasingly uncertain business environment, presenting major barriers to growth. Unpredictable client acquisition costs, the ever-changing market, and evolving audience needs and preferences all present challenges to be addressed when considering your firm’s marketing strategy.

What’s needed is a way to connect and accelerate trust development with ideal prospects for your firm, while providing greater efficiency and predictability for your marketing spend. For a growing number of fiduciary advisors, that search has led to financial education.

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Why use financial education in your marketing strategy?


Educate first, and clients will follow. Your business as a fiduciary investment advisor is built on complex and specialized information. Clients come to you hoping to better understand financial matters and make more informed decisions. This makes financial services an ideal environment for education-centric marketing, bringing several unique benefits to the table:


Enhanced Trust and Credibility
Classroom-based education enables you to position yourself as a trusted advisor, accelerating trust development and fostering deeper lead and client relationships.

Scalable Client Acquisition
Identifying and enrolling the most qualified leads in your firm’s market area shortens the prospect pipeline and puts you in a one-to-many environment with the most likely prospects to convert, reducing your time and cost per acquisition.

Adaptability
Start with annually-refreshed course materials that are built for flexibility. Showcase your firm’s specialties or display your personal subject matter expertise by tailoring your content to resonate with your ideal audience.

 

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Classroom-based education with FMT

If you’re looking for a turnkey, compliance-approved and scalable financial education program, FMT is ready to help. The FMT platform empowers financial advisors to supercharge their client acquisition pipelines with true educational programs.

A typical FMT course places an average of 20 highly-qualified prospects in direct contact with you, in an ideal environment to demonstrate expertise and foster trust development. Attendees have an 80% enrollment rate for followup sessions, providing a return on time and investment unparalleled in the space.

What do I get with FMT?

→ Over 20 years of supporting independent financial advisor growth

→ Exclusive market territories

→ Proven, FINRA-reviewed course design

→ Engaging, ready-made materials and comprehensive attendee workbooks

→ Dedicated consultants and support staff to plan strategy and campaigns

→ Multichannel direct response campaign design and execution

→ Enrollment/RSVP management

How does the FMT program work?

Our compliance-ready course materials and proactive support help financial advisors focus on what they do best — share expertise and develop trust.

FMT facilitates end-to-end marketing campaign management, and you’ll teach a proven course with valuable and actionable information, not a sales pitch. The classroom experience you create for attendees inspires their trust and confidence in your expertise, and the follow-up appointments almost book themselves.


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Here’s how it all works together:


FMT consultants work with your firm to understand unique goals and create an overall strategy

→ You obtain an exclusive market area to deliver FMT-facilitated courses

→ FMT provides high-quality, FINRA-reviewed course materials, including speaker notes and attendee workbooks

→ FMT develops your marketing campaigns and manages course enrollment

→ Your firm’s experts deliver the course in an ideal environment to showcase expertise and foster trust development

→ Attendees book followup sessions directly with your firm, ready to take action on their financial future.

Ready to supercharge your firm’s growth?

BOOK A DISCOVERY CALL