Lead with Education to Supercharge Your Firm’s Growth

Better leads, better results with FMT’s educational marketing platform

Trust through Teaching

Improved Client Conversion

FMT’s quality focus delivers superior lead conversion rates and accelerates time-to-close.

Increased CLV

Clients acquired through an FMT program deliver greater lifetime value and are more likely to provide valuable referrals in the future.

Return on Time

The FMT platform maximizes the impact of time spent with leads, enabling advisors to reclaim their most valuable resource.

Why lead with education in your marketing efforts?

The trust built in a classroom environment enables accelerated client acquisition

82%

of attendees were very satisfied with the course

80%

of attendees intend to sign up for a 1:1 advisor meeting

56%

signed up within 2 weeks of taking the course

Exceptional Courses

Build trust and credibility with unbiased education and comprehensive coursework that meets attendees right where they’re at in their financial lives.

Financial planning for peak career professionals
Engage clients at ages 35-50

Retirement planning course for
pre-retirees
Engage clients at ages 50-65

Retirement optimization course for
retired individuals
Engage clients at ages 65+

The Basics

Our consultants work closely with independent financial advisors to develop education-based marketing programs custom to the unique needs of each practice. With a strategy in place, FMT’s operations team handles campaign planning, execution, and logistics so advisors can focus on sharing their expertise with ideal leads in an environment that facilitates trust acceleration.

Lead with Education to Supercharge Your Firm’s Growth

Better leads, better results with FMT’s educational marketing platform

Trust through Teaching

Improved Client Conversion

Increased CLV

Return on Time

Why lead with education in your marketing efforts?

The trust built in a classroom environment enables accelerated client acquisition

82%

of attendees were very satisfied with the course

80%

of attendees intend to sign up for a 1:1 advisor meeting

56%

signed up within 2 weeks of taking the course

Exceptional Courses

The Basics

Understand the right courses for your firm’s goals

Obtain a license and reserve your exclusive market area

FMT promotes your courses and handles registration

Deliver courses to intimate audiences of well-qualified leads

Book 1:1 sessions and win new clients

Ready to accelerate your firm’s growth?