Animated arrow image

Unleash your expert with our System License

Financial practices are built on integrity and long-term relationships, not flash-in-the-pan marketing campaigns. Unleash your talents into the classroom and make affluent, motivated adult learners the cornerstone of your business.

“My practice is thriving and FMT Solutions is the core of our growth. Their reliable, proven process is one of the best ways to grow a business and I couldn’t be more pleased with them.”

Our turnkey educational marketing systems

Our 60-second video says in a nutshell why you should leave the marketing to us. Fiduciary advisors are natural teachers: Let FMT Solutions connect you with qualified, motivated prospects whom you can teach and engage. We’ll provide the proven content and support you every step of the way.

video placeholder image

Results matter: A proven system

FMT Solutions licensed instructors are meeting their growth goals by using our turnkey educational marketing systems to teach pre- and post-retirees instead of relying on hard-sell dinner presentations, lunch ‘n learns, cold-calling and other low-yield marketing approaches. Our program is designed to enable you to spend more time cultivating new client relationships instead of trying to find them.

Find your market area

Exclusivity is no longer a luxury, it’s a necessity: each market area we build for you comes with targeted affluent investors. Each year the partner advisors we work with educate over 30,000 affluent pre- and post-retirees about retirement funding options using our turnkey educational marketing systems. Learn how we help you connect with more qualified prospects who are seeking expertise and support from an advisor who has committed to putting them first.

video placeholder image

Set the stage for productive long-term client relationships

We have seen fiduciary advisors achieve great success by focusing on objective, essential, comprehensive retirement education, instead of sales pitches. Our approach strengthens your ability to foster the long-term relationships that will help position clients to achieve their financial goals. Find out how our turnkey educational marketing systems can boost the number of qualified prospects in your pipeline.