Testimonial IQ helps financial advisors build trust and grow their businesses by establishing, growing and nurturing their online reputation.
 
In December 2020, the SEC announced its new marketing rule, giving advisors the ability to gather and post testimonials and reviews. While many advisor-client partnerships start with a referral, client testimonials and reviews play an important role in building credibility and trust to further validate the referral. Although the updated rule gives advisors new access to these marketing tools, there is still confusion across the industry about how and where they can be leveraged.
 
Built in accordance with current SEC and FINRA rules and regulations, Testimonial IQ unlocks previously inaccessible marketing tools for financial advisors, including gathering and sharing critical third-party validation. Testimonial IQ streamlines the process from gathering reviews to sharing them publicly on Google Reviews, and other platforms, with the necessary disclosures and compliance oversight built-in.
 

Advertising

Banking

Business Development

Testimonial iQ

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