recorded Webinar Best Practices

Using AI and Social Proof to Boost Advisor Visibility Online with Testimonial iQ + Wealthbox

Presented by

Social proof, including testimonials, reviews, and client stories, plays a critical role in building trust and visibility. Join Testimonial iQ and Wealthbox to see how AI is helping advisors surface stronger online, attract the right prospects, and grow their firms with credibility.

This webinar will cover:

  1. Why social proof matters more than ever in advisor marketing
  2. How AI goes beyond SEO to highlight trusted voices online
  3. Best practices for collecting and leveraging client testimonials
  4. How Wealthbox and Testimonial iQ work together to amplify advisor visibility

Speakers

Andrew Johnson

Director of Product

FMG

Andrew Ladwig

Director of Business Development

Wealthbox

“With the Wealthbox integration, advisors can truly automate the feedback process, generating a steady stream of client feedback with just a click of a button.”

Andrew Johnson

CEO at Testimonial iQ

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