Introducing FMG Testimonials:
The Future of Client
Feedback Management
Tuesday, 2/10 at 11 am PT | 2 pm ET
Evaluate FMG Testimonials for Home Office Approval
A focused walkthrough for Compliance & Enterprise teams
Client reviews and testimonials are increasingly shaping local search and AI-driven recommendations — often outside firm oversight. Advisors want to use them, but Home Offices need a controlled, enforceable way to manage how that happens.
Join us for a 45-minute evaluation session designed specifically for Home Office and Compliance teams to review FMG Testimonials (formerly Testimonial iQ).
What We’ll Cover:
- What FMG Testimonials is (and what it isn’t)
- How firms define and enforce testimonial rules
- Approval workflows, disclosures, and oversight controls
- Supported operating models (firm-level and advisor-level)
- Live walkthrough + open Q&A
This session is about evaluation, control, and fit.
Who Should Attend: Compliance, Supervision, Risk, and Enterprise Marketing leaders involved in approving advisor technology.
Who Should Attend: Compliance, Supervision, Risk, and Enterprise Marketing leaders involved in approving advisor technology.
Panelists:
Andrew Johnson, Founder of Testimonial iQ
Samantha Russell, FMG Chief Evangelist
Susan Theder, FMG Chief Marketing and Experience Officer
Andrew Johnson, Founder of Testimonial iQ
Samantha Russell, FMG Chief Evangelist
Susan Theder, FMG Chief Marketing and Experience Officer
