How Advisors Use Testimonial iQ + Wealthbox to Generate Client Reviews

Join us for a live webinar to learn how advisors can effortlessly generate testimonials and Google Reviews with Testimonial iQ and Wealthbox. Learn how this integration automates feedback requests, helping you build credibility and grow your business.

This webinar will cover:

1. How Testimonial iQ generates a steady stream of client testimonials and Google Reviews to help advisors grow their business.
2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
3. How the integration automates feedback requests after client meetings to simplify the review process.
4. The benefits of the Testimonial iQ and Wealthbox integration and how to easily get started.