This guide has not been approved or reviewed by the Securities and Exchange Commission (SEC) and is for informational purposes only. Why the Next Five Years Will Determine Who Leads the Industry in Client Acquisition Imagine you’re a consumer in need of a financial advisor. Maybe you’re leaving your long-time employer for a new job […]
FMG’s acquisition of Testimonial IQ (now rebranded as FMG Testimonials) is a positive development for financial advisors and wealth management firms that use FMG’s platform. If you’re an FMG client, you may now have access to FMG Testimonials, a thoughtfully-designed platform to compliantly collect client testimonials and display social proof on your website, potentially at […]
The majority of Americans preparing to hire financial advisors will look online to start their search and/or narrow their list to the 2-3 advisors they will contact before deciding who to hire. With the continued popularity of traditional search engines and rapid adoption of AI-powered tools like ChatGPT and Gemini, FAQs published on advisor websites […]
It goes without saying that online reviews and client testimonials are powerful marketing assets. But not all review platforms are created equal, especially when navigating the regulatory requirements that govern advisor marketing. Beyond regulatory matters, the rapid adoption of AI tools like ChatGPT used by consumers to find and research advisors has shifted traffic away […]
For decades, healthcare and legal professionals have understood a fundamental truth that many wealth management firms are only beginning to grasp: nearly 75% of patients turn to online reviews as the first step when searching for a new physician, and they’re not looking at hospital-level ratings. They’re researching individual doctors by name. The same pattern […]
When the SEC Marketing Rule first took effect in November 2021, wealth management firms gained permission to solicit online reviews and publish client testimonials, a practice long established in other industries. While many advisors recognize the power of online reviews to attract new clients, the strategic advantages extend far beyond marketing. The following benefits represent […]
Congratulations. You did something the majority of financial advisors still haven’t done: you invited your clients to write reviews. You drafted the email, cleared it with compliance, hit send, and watched your glowing testimonials begin to roll in. That was a meaningful step, and it put you ahead of 90% of advisors still sitting on […]
Before a prospect ever reaches out, they’ve already formed an opinion about you. Your digital presence is quietly answering their biggest question: “Can I trust this advisor with my future?” For many people, choosing a financial advisor is not just a financial decision but an emotional one. Long before a prospective client schedules a consultation […]
The fastest-growing advisors excel at both client service and marketing. Discover how Asset-Map’s visual planning tools and Wealthtender’s digital marketing platform work together to create a growth flywheel, where exceptional client experiences generate reviews that boost AI search visibility and increase lead conversions. If you’ve explored visual planning tools like Asset-Map or currently use the […]