Testimonials Help Prospects Find You
— now part of FMG
81% of consumers report using Google Reviews to evaluate businesses
But fewer than 10% of SEC-registered firms use testimonials — even though the SEC Marketing Rule allows them.*
Today, the way prospects discover and evaluate financial advisors has changed.
It’s no longer just Google search. AI search tools now factor in reviews and client feedback when recommending firms.
That means your testimonials aren’t just social proof — they’re a visibility and ranking signal for your firm.
Get Found with FMG Testimonials 👇
Meet FMG Testimonials
A simple, compliant way to collect, manage, and publish testimonials.
Stay visible when prospects search
Reviews and client stories help power the signals AI tools use to decide which firms to recommend.
Build trust instantly
Let real client experiences answer prospects' questions and reduce hesitation.
Win more business
Authentic stories give prospects the confidence to choose you over other advisors.
Scale without adding work
Set up your testimonial process once and let FMG Testimonials run in the background — collecting and refreshing social proof automatically.
FMG Testimonials is a great fit if:
You're an advisor
You want prospects to trust you faster when they find you
You want an easy, repeatable way to collect and use client stories
You’re responsible for compliance
You need a governed, auditable process for collecting and approving testimonials
You want full visibility and control over what gets published
You're a firm or growth leader
You want a standardized testimonial program across advisors
You need a solution that scales without adding headcount
Some advisors can purchase FMG Testimonials directly, while others may need home office or compliance approval. If your firm isn’t approved yet, we’re happy to walk you through the platform and help connect with the right team.
It’s been a big boost to our efforts to obtain client reviews, while remaining compliant with the SEC. It’s easy to use, launched within days, and yielded immediate results.
– Advisor, RIA with $100M AUM
