Utah Advisory Firm Unlocks $53M in New Assets
By leading with education instead of sales, Ashworth Wealth transformed community workshops into a powerful, scalable growth engine.
At a Glance
Client Background
Founded in 2002 by two forward-thinking advisors, Ashworth Wealth steadily built a reputation as a client-first, fiduciary advisory firm serving families and small business owners across Utah. From the beginning, the firm committed to a fee-based model grounded in transparency, proactive service, and long-term relationships.
Over time, the firm expanded to include three additional advisors, two of whom took on a unique role—leading educational workshops in the local community. This team-based approach ensures every client benefits from multiple perspectives and reinforces a guiding philosophy that defines the firm’s culture: your success becomes our success.
The Challenge
As the firm looked to grow and deepen trust with prospective clients, traditional marketing methods felt increasingly misaligned with their values. Cold calling and large, sales-driven seminars felt impersonal and inefficient, especially for a practice built on transparency and education. They needed a better way to:
- Educate prospective clients on retirement and financial planning
- Demonstrate expertise without relying on sales pitches
- Preserve their client-first, fiduciary mindset at scale
Simply put, they wanted a structured approach to growth that felt authentic—one that attracted new families without compromising the personal touch that defined the firm.
Why FMT?
In 2018, Ashworth Wealth discovered FMT Solutions, a turnkey financial education platform designed to help advisors grow through compliant, classroom-based teaching. The alignment was immediate.
With FMT, the firm could:
Offer high-value education
Retirement Planning Today courses delivered practical, immediately useful insights—helping prospects understand the “why” behind financial decisions.
Focus on teaching, not pitching
Structured curriculum enabled candid, confident conversations without the pressure of selling products.
Stay confidently compliant
FMT’s pre-vetted courses removed regulatory friction, allowing advisors to
focus on education and
relationship-building.
The Results
After integrating FMT’s Retirement Planning Today courses into their marketing strategy, the firm experienced measurable, sustained impact.
- $53 million in new AUM
By hosting an average of three courses per year, the firm generated significant new assets directly tied to educational workshops. - Referrals that multiplied
One couple moved nearly $2 million in assets, followed by family members who added another $600,000—opening the door to multi-generational planning. - 50% increase in AUM over seven years
While the firm was already growing steadily, education-based marketing significantly accelerated momentum. - Stronger community reputation
Beyond the numbers, the firm became known locally as educators first—trusted guides who teach before they advise.
“ Teaching instead of selling completely changed how prospects engaged with us. People came to meetings informed, confident, and ready to move forward. The trust was already there. ”
Why it Worked
Ashworth Wealth’s success wasn’t accidental—it was the result of strong alignment between culture, strategy, and execution.
FMT’s Role
FMT Solutions provided the courses, training, and compliance-ready infrastructure that enabled Ashworth Wealth to confidently lead educational workshops year after year. From curriculum to targeting to operational support, FMT helped turn education into a repeatable growth engine.
Ready to Transform Your Practice?
At FMT, we empower advisors to turn engaged learners into long-term, high-value clients through education-first growth strategies.
If you’re inspired by Ashworth Wealth’s story and want to explore how
classroom-based marketing could work for your firm, let’s talk.