Expanded Platform Will Empower Advisors to Drive Natural Progress with Compliant Testimonials and Reply Engine Optimization
San Diego, CA, February 3, 2026 – FMG, the main all-in-one advertising platform for wealth administration enterprises, monetary advisors and insurance coverage professionals, as we speak introduced it has acquired Testimonial iQ, a web-based repute administration platform constructed particularly for the wealth administration business.
The newly acquired agency will likely be rebranded as FMG Testimonials to mirror FMG’s rising dedication to increasing its platform worth and capabilities. The acquisition brings Testimonial iQ’s award-winning compliant testimonials, opinions, referrals and shopper suggestions instruments instantly onto FMG’s advertising platform, making it simpler for advisors to seem in native and Massive Language Mannequin (LLM) on-line search outcomes and convert that visibility into natural development. Testimonial iQ helps advisors accumulate and handle each shopper survey-driven testimonials and Google Critiques and seamlessly function them on their web sites with the required disclosures and built-in compliance oversight.
“Natural development is the defining problem for wealth administration companies as we speak, and FMG is targeted on being the business’s natural development engine,” stated Dave Christensen, Chief Government Officer of FMG. “Our expanded capabilities will assist advisors keep seen in AI and native search, incomes the belief of potential shoppers rapidly and turning that visibility into natural development alternatives. The business has a heightened deal with compliant shopper communication, and this acquisition is a direct and well timed response to the evolving regulatory steerage on testimonials and opinions.”
By combining Testimonial iQ with FMG’s search engine optimization instruments and Reply Engine Optimization (AEO) performance – which strengthens content material visibility by AI-powered fashions – companies and advisors will be capable of centralize opinions, testimonials and AEO-optimized content material on a single platform designed for the following period of AI and reply engine search.
“Gartner’s information needs to be a wakeup name for wealth administration companies and advisors: conventional search quantity is projected to say no by 25% in 2026 as individuals shift to AI,1,3” stated Susan Theder, Chief Advertising Officer of FMG. “We’re already seeing that shift in habits, day by day AI search utilization within the U.S. greater than doubled over a six-month interval in a latest examine 2. That is the brand new entrance door. Companies that adapt will earn visibility and belief earlier within the resolution journey, companies that don’t will lose floor to those that do. AI fashions are inclined to reward what helps buyers validate credibility rapidly, robust opinions, compliant testimonials, and clear FAQs. When these alerts are in place, the leads that come via are sometimes extra certified and might convert at 4 to 5 instances the speed of conventional search engine optimization visitors4. That makes a compliant assessment and testimonial technique a aggressive necessity, not a pleasant to have.”
Key Advantages of the Mixed FMG Platform
- Combine Testimonial iQ assessment and testimonial workflows into FMG web sites, touchdown pages, electronic mail and social media instruments, so advisors can publish compliant testimonials and opinions with one click on throughout channels.
- Join Google Evaluate technology and native search insights from Testimonial iQ with FMG’s native itemizing capabilities to assist advisors monitor and enhance their map and native rankings.
- Feed assessment and testimonial information into FMG’s upcoming AEO Optimization resolution, which can present monitoring, alerts and reporting on how advisors are displaying up throughout AI, GEO and reply engine searches.
- Prolong Testimonial iQ’s survey, referral and analytics capabilities so enterprises can see patterns in shopper sentiment, establish advocates and hyperlink on-line repute to pipeline and income outcomes.
The rebranded FMG Testimonials will proceed to be obtainable as a standalone product, with the identical compliance-first workflows, controls and processes companies depend on as we speak, or bought as a part of FMG’s built-in advertising options.
This naming transition displays FMG’s dedication to creating testimonials and on-line repute an vital a part of advisor advertising, whereas sustaining the purpose-built method that has made Testimonial iQ trusted by compliance groups and enterprises throughout the business.
Connecting Compliant Social Proof to AEO and AI Search
FMG has been investing in AEO to assist advisors keep seen as AI platforms, AI overviews and zero-click search change how buyers search info. FMG web sites mechanically apply schema markup to FAQ sections, generate and replace sitemaps and supply native itemizing instruments, enabling advisors to current clear, structured solutions and correct enterprise info wherever prospects search.
Testimonial iQ enhances this technique by serving to companies flip shopper experiences into structured, compliant social proof. The platform makes it straightforward to gather opinions, publish these on their web sites, run shopper surveys, and automate outreach, all with the disclosures, workflows and reporting that compliance groups require.
Latest FMG analysis and training have highlighted that AI instruments more and more depend on opinions and testimonials as third-party validation when recommending advisors, and that solely a small proportion of advisors at the moment make the most of public testimonials. This provides early adopters a significant visibility benefit in AI search outcomes.
“We began Testimonial iQ with a easy mission: assist monetary advisors flip comfortable shoppers into new enterprise with out creating compliance complications. The latest SEC threat alert highlights simply how vital it’s to have a tailored resolution,” stated Andrew Johnson, CEO and Co-Founding father of Testimonial iQ. “Becoming a member of FMG permits us to ship on that mission at scale. FMG is the advertising engine behind tens of 1000’s of advisors and most of the business’s main enterprises. Collectively, we will embed opinions, testimonials and referrals into the broader advisor advertising workflow, so that each electronic mail, web site and marketing campaign is backed by genuine shopper voices and are totally aligned with SEC and FINRA steerage.”
The transaction was finalized in December; monetary phrases of the transaction weren’t disclosed.
About FMG
FMG is the main all-in-one advertising platform for monetary advisors, insurance coverage professionals, and enterprises, empowering them to scale compliant, client-centric advertising that drives natural development. Trusted by greater than 80,000 advisors who collectively attain over 45 million buyers, FMG is persistently ranked primary in market share and buyer satisfaction within the T3 Software program Survey Report and has been acknowledged by WealthManagement.com as Greatest Advertising Automation Platform.
An impartial examine by a serious consulting apply discovered that enterprises utilizing FMG’s advertising platform achieved a median return on funding of 26 instances, reported Web Promoter Scores practically 4x increased than the business common, and noticed measurable lifts in lead conversion, income development, shopper retention, and time saved on advertising duties.
By way of its intuitive, centralized platform, FMG permits customers to handle web sites, electronic mail, social media, texting, occasions, blogs, movies, and extra from one place, staying forward of evolving tendencies like AI-driven search and AEO.
For extra info, go to https://www.fmgsuite.com.
About Testimonial iQ
Testimonial iQ helps monetary advisors develop by nurturing their on-line repute. Constructed from the bottom up for SEC and FINRA-regulated wealth administration companies, the platform streamlines the method of producing Google Critiques, gathering and publishing testimonials, working surveys, and analyzing shopper suggestions, with the required disclosures and compliance oversight inbuilt.
Practically seventy % of companies utilizing Testimonial iQ for Google Critiques have reached the highest three in native search outcomes, serving to advisors enhance visibility the place prospects are probably to start out their search. Testimonial iQ has been acknowledged with a number of business awards, together with WealthManagement’s Prime Compliance Tech recognition, and is headquartered in Denver, Colorado.
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Media Contacts
Donald Cutler or Mitch Manning
Haven Tower Group
424 317 4864 or 424 317 4858
dcutler@haventower.com or mmanning@haventower.com
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