Thursday, November 20th  at 11 am PT  |  2 pm ET

When prospects search for financial advisors, they're asking ChatGPT, Perplexity, and other AI tools — and these platforms surface firms based on testimonials and reviews. The advisors who show up are the ones prospects call first.

Most advisors know this matters, but they're frozen by compliance concerns or fear of negative feedback. So they do nothing — and risk becoming unfindable.

What if getting testimonials was simple, compliant, and didn't require awkward conversations with clients?

Join Samantha Russell, Susan Theder, and Andrew Johnson from Testimonial IQ (WealthManagement.com's 2024 Top Compliance Tech) for a no-fluff workshop that eliminates your compliance concerns and shows you exactly what to do.

You'll discover:

✔️ Why testimonials determine AI search visibility – and why firms without them are disappearing from results

✔️ The compliance clarity you need – what's allowed, what's required, and how to stay bulletproof

✔️ The automated collection system – capture authentic testimonials without pushy follow-ups or awkward asks

✔️ Real advisor examples – see what's working and copy their playbooks immediately

👉  Bonus: All registrants receive our NEW Testimonial Guide — a step-by-step implementation roadmap you can use to build your testimonial system from the ground up.