Using Education-Based Marketing to Lower Acquisition Costs and Boost Conversion Rates
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
MML Approval: CRN202810-9758449
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. Nick built a reputation as a dynamic leader in financial services, holding senior roles across critical functions at organizations including Simplicity, Advisors Excell and AE Wealth.
Daniel Goldsmith | Financial Advisor | Ascend Financial Group
Daniel Goldsmith, CFP® RICP® ChFC® is a Financial Advisor and Retirement Income Specialist with Ascend Financial Group. He spends his time building and maintaining client's retirement income strategies, which corresponds well with his areas of focus; tax planning, investment planning, and risk management. He is passionate about retirement planning and seeks to bring a feeling of confidence to all that work with him.
Questions? Please email, [email protected]