Register for Your Free Live Webcast Now:

"Using Education-Based Marketing to Lower Acquisition Costs and Boost Conversion Rates"

Join Nick Schilling, CEO of FMT Solutions, and Daniel Goldsmith, Financial Advisor with Ascend Financial Group, to learn how an education-led growth model can turn qualified prospects into long-term clients.

This event is available on demand. 

Cost: Complimentary

Sponsored by: FMT Solutions

Growth has never been more challenging for advisors. Rising acquisition costs, low-quality lead lists and mounting burnout signal the limits of traditional prospecting tactics.

The firms achieving sustainable growth aren’t chasing the latest trends. They’re building trust with the right prospects, converting faster, retaining longer, earning more referrals and driving stronger AUM growth.

Education is one of the most effective ways to create these trust-based relationships. Classroom-style programs position you as an educator in the community, demonstrate your expertise and connect you with investors who are actively seeking guidance. Instead of cold leads, you fill your pipeline with prospects who already view you as a trusted advisor and are ready to take the next step.

Join Nick Schilling, CEO of FMT Solutions, and Daniel Goldsmith, Financial Advisor with Ascend Financial Group, to learn how an education-led growth model can turn qualified prospects into long-term clients.

By attending this webcast, you learn how to:

• Use classroom-based education to connect with motivated investors who are actively seeking advice
• Lower acquisition costs by replacing cold lead lists with higher-quality prospects
• Shorten the sales cycle and boost conversion rates through trust-based engagement
• Position yourself as a credible educator in your community to strengthen brand recognition
• Apply proven approaches that leading advisors use to grow more efficiently with education-based marketing

Speakers:

Scott Ferguson | Think Advisor Contributor | Touchpoint Markets

Nick Schilling | CEO | FMT Solutions

Daniel Goldsmith | Financial Advisor | Ascend Financial Group

Offered Free by: ThinkAdvisor
See All Resources from: ThinkAdvisor