Testimonial iQ’s software enables Mercer Advisors to tell the stories of its distinct advisor-client relationships

Testimonial iQ, a compliance and marketing platform built for wealth management firms to collect and manage client feedback, announced a new partnership with Mercer Global Advisors, Inc. (“Mercer Advisors”), the #1 ranked Registered Investment Adviser (RIA) firm in the nation according to Barron’s 2024 Top 100 RIA Firms. This partnership provides Mercer Advisors with a turnkey, compliant solution to share real stories that detail the impact of its advice, planning and investment solutions across the firm’s 32,800+ clients.

“Testimonials are incredibly powerful because they represent the authentic voice of the client. Showcasing what our actual clients say about working with us is an important tool for growing our brand, and Testimonial iQ provides us with a scalable solution for doing just that.”

“As a company that is built on customer feedback, it is an honor to work with the firm that is considered one of the best,” said Andrew Johnson, Testimonial iQ’s co-founder and CEO. “Mercer Advisors’ continuous innovation of its platform, from investing in and developing advanced technology to expanding its client solutions, is paying dividends in client satisfaction. Mercer Advisors is truly delivering on its family office model promise and this shows in the testimonials it receives.”

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Testimonial IQ’s white-labeled compliance software enables RIAs to collect, share and monitor client feedback—in ways that meet the guidelines of the SEC’s updated Marketing Rule covering the use of testimonials.

“Our clients have consistently provided positive feedback about their experience with Mercer Advisors, and we have been eager to identify ways to amplify their voices across our website and marketing channels,” said Gary Foodim, Chief Marketing Officer of Mercer Advisors. “Testimonials are incredibly powerful because they represent the authentic voice of the client. Showcasing what our actual clients say about working with us is an important tool for growing our brand, and Testimonial iQ provides us with a scalable solution for doing just that.”

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Mercer Advisors clients who offer comments when responding to surveys are asked if their comment can be used publicly. Those approved quotes are then in the company’s testimonial inventory.

“Compliance teams are starting to get more comfortable with adopting new marketing tactics made possible by the SEC’s updated Marketing Rule,” said Johnson. “We believe that firms that are open to adopting testimonials will grow more quickly than their counterparts.”