Just a single wealth management course with FMT results in an average of $2-5M in new AUM for financial planners.
Virtual financial education programs with high-value content in an exclusive market will accelerate client acquisition for financial advisors.
Develop your own retirement planning guide — or leverage a turnkey program with proven content — to capture financial services leads quickly.
A pre-retirement planning course is an easy and effective way to generate new leads at scale. With FMT’s proven process, the meetings add up quickly.
Financial education courses led by current financial practitioners are an effective and intuitive way to attract new business.
Financial education services help investment advisors establish credibility, build relationships and convert new clients.