Wealth managers

Turn happy clients into new business

Organic growth has slowed across the industry.
Yours doesn't have to.

Seventy-percent of firms using Testimonial iQ for Google Reviews have reached the Top 3 in local search. This means more eyes, more clicks and more leads. Because prospects can't work with you if they can't see you.

Winning SEO

Close More With Social Proof

More than 80% of people use Google Reviews to evaluate businesses and almost as many (70%) are unlikely to visit a new business without checking reviews first. Make a great first impression, before your first impression.

Nine in ten clients say the would refer their advisor; so why don't they? Because they don't know who to refer or how to do it effectively. Let Refer iQ identif happy clients and make it easy for them to create new introductions.

More Referrals, Less Awkward

Award-Winning Compliance

Testimonial iQ isn't your average marketing software. We designed it from the ground up forSEC and FINRA-regulated advisors. See why WealthManagement.com named Testimonial iQ the Top Compliance Tech of 2024.