Office Hours - Spring 2024

Table of Contents

Webinar Archive
Monthly Market Insights
$2,500 Referral Incentive


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Webinar Archive Now Available

Want to learn from some of the most successful members of the Financial Educators Network? Head over to our webinar archive for some great conversations with instructors who exemplify what Leading with Education can do for their business. Our latest episode features Lou Barberio, president of Barberio and McClelland, in conversation with FMT CEO Nick Schilling. Hear success stories, embrace lessons learned, and pick up pointers with a new episode every month.

 


 

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Monthly Market Outlook Series

Our new-for-2024 Market Insights series with Modelist continues to bring FEN members timely updates on the topics you need to know about. April's edition provided the latest on interest rates, VIX volatility, and the ongoing inverted yield curve. Watch the video and download the deck here. May's Market Insights call will be happening this Friday, May 3 at 2pm ET/11am PT - use this link to register!

About Modelist

Modelist collaborates closely with financial advisors, providing access to a comprehensive library of evidence-based investing strategies. This partnership enables the creation of fully customized model portfolios tailored to the unique needs of their clients. Through the integration of customization and model portfolio efficiency, Modelist delivers a seamless and exceptional experience for both advisors and clients. Modelist's core focus on trust and transparency drives a superior solution that eliminates the fee layers, complexity, and ego often associated with other investment management solutions.

 


 

Referral Program

We love hearing the success stories of our FEN members, and we know you love to share them! Our advisors are our best advocates, and we want to make sure you're rewarded when you help the FEN circle grow. Take advantage of FMT's referral program to receive up to $2,500 in discounts on your next campaign!