live Webinar Best Practices

Master AI Search for Advisors: Using Testimonials and Social Proof with FMG + Wealthbox

Wednesday, Feb 11, 2026 at 2:00 PM ET

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The future of online visibility is shifting and AI-driven search is replacing traditional SEO, meaning advisors need to feed the right content into AI systems to show up when prospects search. Join us for a live webinar on how advisors can leverage AI Search Optimization, client testimonials, and social proof to increase online authority. Learn how FMG helps advisors publish and distribute compliant testimonials, while Wealthbox ensures consistent tracking, follow-up, and measurement—creating a scalable, intentional approach to online presence.

This webinar will cover:

  1. How AI-driven search surfaces advisor content and why testimonials play a key role
  2. Best practices for collecting, publishing, and maintaining compliant testimonials with FMG
  3. Ways to use testimonials as social proof across websites, email, and marketing campaigns
  4. How Wealthbox helps track engagement and connect testimonials to prospect and client activity

Speakers

Andrew Johnson

Director of Product

FMG

Elise Lambert

Director of Product & Enterprise Marketing

FMG

Andrew Ladwig

Director of Business Development

Wealthbox

“FMG is thrilled to integrate with Wealthbox––a beautiful and modern CRM––to increase the impact of our advisors’ marketing efforts. CRM software is an essential tool in the modern financial advisor’s toolkit and this integration makes it easier than ever for our advisors to deliver remarkable experiences to even more clients.”

Dave Christensen

Chief Product Officer at FMG