More growth, less work

LICENSE AGREEMENT &
CAMPAIGN OVERVIEW
GROW MY BUSINESS

Your client acquisition roadmap

FMT’s mission is to help fiduciary advisors help others through financial education. That’s why we arm you with proven tools, resources, support and course content to educate, engage and convert prospects to your best lifelong clients. Each license agreement and campaign comes with an exclusive market area, so as long as you’re actively running classes, your territory is exclusively yours. Here’s a quick rundown of all the things you get when you work with FMT.

1. Get Set Up For Success

Training and coaching so you can teach with confidence, including 1:1 onboarding and consultation with your dedicated account manager

Onboarding & Training

Be prepared to maximize your opportunity with comprehensive consultation and training before you launch your first course

Instructor Best Practices

Learn from the thousands of classes taught before you over the past 20 years

FINRA Non-objections Letters

All course content, attendee workbooks and instructor guides have been reviewed by FINRA

2. Marketing Your Course

We promote your course through proven, targeted marketing to qualified prospects

Direct mailer & digital marketing package

We promote your course through proven, targeted marketing to qualified prospects

Online Registration

Custom event page and easy online registration for attendees

RSVP Management

Let us handle the RSVP process, including fielding questions from attendees, payment processing and class reminders

3. Teach Like a Pro

All the materials and support to facilitate your classes, showcase your expertise and credibility and build trust with attendees that convert into 1:1 appointments

Instructor Materials

Professionally designed course presentations, facilitator’s guides and instructor reference notes

Attendee Workbooks

A powerful tool to aid in your attendee engagement and keep them actively participating in your class

1:1 Appointments

A proven process to transition seamlessly from in-person classes to individual appointments with attendees

4. Get Better With Every Course

Tap into post-course feedback and attendee insights that you can put into action right away

Instructor Evaluation

Get valuable feedback from your attendees after each course to help you refine your approach

Attendee Survey & Insights

Leverage the power of attendees from across the country that have attended our courses

Ongoing Conversion Coaching

Continued support through your dedicated account manager, exclusive webinars and tips from master instructors

Ready to get started?

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