JB
Julie Batey
Accounting And Compliance at Fmt Solutions
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Work Experience
Accounting And Compliance
Apr 2016 - Present · 8 years and 8 months
Office Administrator
Mar 2010 - Apr 2016 · 6 years and 1 months
Office Personnel And Billing
Oct 2005 - Dec 2014 · 9 years and 2 months
Company Details
11-50 Employees
We're on a mission to help fiduciary advisors improve the financial lives of individuals and families. For over 20 years, experienced investment advisors have taught our FINRA-reviewed courses in colleges, educational venues, and virtually. Growth-minded advisors offer courses not only as a way to develop their personal networks and engage clients, but also as a way to give back to their local communities. From goal-setting, onboarding and marketing planning to conversion coaching and follow-up, FMT is committed to your success every step of the way. Click 'learn more' to learn how our educational marketing platform can help your client acquisition and grow your AUM.
Year Founded
2001
Social Media
Linkedin
Industry
Financial Services, Marketing & Sales
HQ Location
9450 SW Gemini Dr PMB 19372 Beaverton, Oregon 97008, US
Keywords
Marketing for financial advisorsFinancial seminarsDigital marketing for financial advisorsfinancial advisor marketing materialsmarketing for financial servicesfinancial advisor marketing ideasfinancial education coursesfinancial education servicesfinancial education programretirement planning
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