Salt Lake City Advisory Firm Unlocks $53M in New Assets With FMT

Founded in 2002 by two forward-thinking advisors, our client has steadily built a reputation in the Salt Lake City metro area as a truly client-focused firm. Their commitment to a fee-based, fiduciary-driven model underpins every aspect of their practice—whether they’re managing individual portfolios or offering small business tax services. Over the years, they've expanded to include three additional advisors, with two taking on the unique role of leading educational workshops in their local community.

At the heart of the firm's success lies a core philosophy: “Your success becomes our success.” This belief drives their team-based approach to planning and development, ensuring every client benefits from multiple perspectives. From day one, they’ve prided themselves on delivering proactive, not reactive service—an ethos that naturally lends itself to teaching clients about the “why” behind financial decisions rather than simply pitching products.

The Challenge

As the firm looked to grow and deepen client trust, traditional marketing methods like cold calling and large-scale seminars felt both impersonal and inefficient. While they had earned a strong local following, they wanted a consistent way to:

• Educate prospective clients on retirement and financial planning
• Demonstrate their depth of expertise without resorting to sales pitches
• Preserve the firm’s core values of transparency, trust, and a client-first mindset

Simply put, they needed a structured, scalable approach that could attract new families without compromising the genuine, personal touch that’s defined Ashworth Wealth from day one.

Why FMT Solutions

In 2018, the team discovered FMT Solutions, a turnkey financial education platform known for its compliance-ready courses and dedicated advisor training. This partnership was a natural fit for a firm that wanted to go beyond transactional relationships—they saw educational workshops as the perfect way to align with their client-first mindset.

With FMT, they could:

1. Offer High-Value Content: Retirement Planning Today classes deliver immediate, practical knowledge. Attendees walk away with actionable insights, fostering trust and credibility.
2. Focus on Teaching, Not Pitching: The structured curriculum helps advisors speak candidly about financial concepts, sidestepping any perceptions of a “hard sell.”
3. Stay Compliant: FMT’s resources come pre-vetted, ensuring the advisor office could confidently host courses without the headache of compliance hurdles.

The Results

After integrating Retirement Planning Today classes into their marketing, the advisor office saw striking outcomes:

• $53 Million in New AUM: By hosting an average of three courses per year, the firm has added a remarkable sum in assets under management directly attributable to FMT-driven leads.
• Referrals that Multiply: When one couple moved over nearly $2 million in assets, family members followed suit—contributing another $600,000. This “whole new realm of fresh clients” has led to exponential growth.
• 50% Annual Increase in AUM Over 7 Years: FMT courses helped our client build and maintain significant growth momentum.
• Community-Centric Reputation: Beyond the numbers, the firm has strengthened its local reputation for being educators first. Clients appreciate the genuine care and willingness to teach rather than sell.

Why It Worked

1. Client-First Culture – Advisor office’s foundational values align perfectly with an education-based model. Their emphasis on building long-lasting relationships resonates deeply in a classroom setting.
2. Fiduciary Focus – Being fee-based and fiduciary-driven, the advisor office naturally centers each class on objective, client-centric advice—reinforcing trust from the outset.
3. Scalable Educational Approach – FMT’s turnkey program let the firm easily expand workshops without diluting the quality of their content or risking compliance missteps.
4. Referral Opportunities – By educating entire families, the firm opens the door to multi-generational planning, attracting relatives and friends of satisfied attendees.

Ready to Transform Your Practice?
At FMT, we empower advisors with the tools, training, and compliance support they need to transform engaged learners into long-term, high-value clients. If you’re inspired by our client's story and want to explore what an education-first strategy can do for your firm, let’s talk. Together, we’ll help you unlock a world of new prospects—and build lasting trust along the way.