FMG Acquires Testimonial iQ to Enhance Advisor Marketing Capabilities
- Kendrick Wakeman, CFA
- 3 minutes ago
- 1 min read

FMG recently announced the acquisition of Testimonial iQ, a reputation management platform designed specifically for the wealth management industry. The acquired company will be rebranded as FMG Testimonials as part of an effort to integrate compliant testimonial and review tools into FMG's existing marketing suite. This transaction allows financial advisors and insurance professionals to collect and manage client feedback and Google Reviews while ensuring adherence to the SEC Marketing Rule.
The integrated platform focuses on driving organic growth by helping advisors appear in local search results and large language model search responses. Chief Executive Officer Dave Christensen noted that the addition of these capabilities helps advisors stay visible in an environment increasingly dominated by artificial intelligence. By combining testimonial management with search engine optimization tools, the company aims to provide a centralized solution for advisors to build credibility and trust through verified social proof.
Chief Marketing Officer Susan Theder highlighted the shifting landscape of digital discovery where traditional search volume is expected to decline as more investors turn to answer engines. The new functionality supports answer engine optimization which uses compliant client communications to strengthen content visibility across various artificial intelligence models. This acquisition represents a strategic response to evolving regulatory guidance and the technical requirements of modern digital marketing for wealth management enterprises.
