Beyond Marketing: Turning Education into Your Most Effective Growth Tool
Sponsored by:
In today’s dynamic financial landscape, advisors have an abundance of marketing options, ranging from digital strategies like social media engagement, SEO-driven content marketing, and email campaigns to traditional methods such as in-person workshops, direct mail, and referral programs. With so many choices, determining the most effective approach can be overwhelming, and the return on effort is often unpredictable. Amidst this complexity, implementing a proven, education-centric growth strategy becomes invaluable.
This exclusive webinar will equip you with actionable insights to enhance your firm’s growth through education-led initiatives. You’ll gain a deeper understanding of the current marketing landscape for advisors and learn how an education-first approach can optimize client acquisition through engaging prospects to develop financial knowledge. By leading with education, advisors build trust and credibility with high-quality leads—engaged, informed individuals who are actively seeking guidance and are more likely to become long-term clients.
By attending this webcast, you will:
> Learn how to implement an education-led growth strategy to attract and retain clients
> Discover techniques to maximize time and resources in client acquisition
> Preview methods to identify and build lasting relationships with higher-quality leads
Featured Speakers:
Scott Ferguson | Think Advisor Contributor | ALM
Scott Ferguson is the Director of Custom and Marketing Content for Think Advisor’s parent company, ALM. Before joining ALM in 2021, Ferguson held numerous editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He started his career as staff writer at both the Herald News and the Asbury Park Press.
Nick Schilling | CEO | FMT Solutions
As CEO, Nick Schilling spearheads FMT’s “Lead with Education” strategy, enabling fiduciary financial advisors to supercharge client acquisition with education-driven marketing. Under his leadership, FMT combines proven methods with emerging technological capabilities, connecting independent advisors with affluent investors in ideal environments for trust development.
Carrie Roso | Chief Marketing Officer | FMT Solutions
Carrie Roso is the Chief Marketing Officer at FMT Solutions, where she expertly harnesses the power of education to connect fiduciary financial advisors with individuals seeking financial guidance. With over 20 years of experience in the financial services and technology sectors, Carrie has built a career developing impactful strategies that connect people with the tools and expertise they need to achieve financial success.
Register Now
Can’t attend? Register here for an on-demand recording after the webcast.