
Turning Thought Leadership Into Pipeline:
A High-Impact Webinar Strategy That
Converted Education Into Action

Overview
FMT Solutions helps independent financial advisors connect with high-net-worth investors through classroom-based education. Their turnkey platform builds trust and drives conversions. In partnership with Mambo since 2023, FMT has expanded its reach, including a high-impact webinar sponsorship with WealthManagement.com as part of a broader paid media strategy.
The Challenges

Independent advisors want trustworthy guidance and better marketing—but face a flood of generic content and weak sales tactics.

FMT needed to directly engage advisors, build credibility, and highlight its financial education expertise.

The goal: drive awareness and leads while positioning FMT’s leadership as industry thought leaders.
Strategy & Execution
- Smart Media Selection: Mambo analyzed niche and mainstream outlets, selecting WealthManagement.com for its targeted reach and strong editorial fit.
- Data-Driven Planning: Compared CPMs, conversion rates, and alignment with brand goals to prioritize high-impact media buys.
- Compelling Content: Crafted a webinar and messaging with FMT’s exec team to speak directly to advisors’ real-world challenges.
- Targeted Promotion: Used multi-touch tactics to drive high-intent registrations and maximize lead capture.
- Extended ROI: Repurposed webinar content into emails, whitepapers, LinkedIn ads, and blog posts—with full conversion tracking to guide future strategy.

Impressive Results



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CMO, FMT Solutions
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