Hear directly from advisors like you

Listen to what successful FMT Solutions licensed instructors say about our approach to increasing their AUM. We know you would rather spend time helping clients reach their retirement goals than finding them. Every day we work with fiduciary advisors to address the challenges they face in growing their practices. Here is what they say about their experiences using our turnkey educational marketing systems.

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500%+ one-year ROI: An independent classroom case study

We know that there are better ways to the practice-success you envision for yourself. Finding the right prospects, putting them into a receptive mindset by educating them (not selling them), and creating an environment where trust is built is what we help you create. Download the Wealth Management magazine article to get a better sense of how we help fiduciaries like yourself succeed.

By the numbers:

  • Number of campaigns: 3
  • Students registered: 79
  • Assets brought under management: $12,195,884
  • Incremental annual revenue: $111,400
  • Ratio revenues to cost: 5.46
Excerpted in part from Wealth Management magazine.
Download the case study