Your clients are trusting you with their retirement. IBT proves you've earned it.
Financial planning is perhaps the purest trust relationship in professional services. Clients are handing you their future. The barrier to choosing a financial advisor is almost entirely emotional trust.
IBT-certified financial advisors have been verified by their actual clients — not Yelp reviews, not testimonials you selected. Real clients, verified identities, independent confirmation.
High impact class — health, safety & financial services. Clients' wellbeing depends on your work. IBT applies its highest verification standard.
Connect your billing system or submit a simple export — takes under five minutes. IBT handles the rest securely, cross-checking your list before any outreach begins.
IBT reaches out independently by phone, email, and SMS. We verify each person's identity and ask one question: did you get what you paid for? You never see individual responses.
Track your response count live in your IBT dashboard. When the window closes, the formula runs and your Standing is determined — Bronze through Platinum — instantly.
IBT certification is the only credential that tells a prospect — before they've asked a question — that your actual clients verified you delivered.