Ask for a testimonial

I work in marketing at a financial advice firm. Help me ask a client for a testimonial we can publish.

Context: A testimonial about financial advice tells readers something private about the person who gave it. Clients often praise results, which is the hardest part to publish.

Before you start, ask me for anything missing from this list:
- The client and the outcome
- Where we will use it
- Our consent wording

Then:
1. Ask three questions that produce specific answers.
2. Explain where it will appear and how to withdraw it.
3. Draft a testimonial from their answers for them to approve.

Give me:
- The request
- Three questions
- A consent line

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general financial information only. Never write anything that reads as a personal recommendation, and never suggest that a return, a saving or an outcome is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else our compliance officer or whoever approves our financial promotions should see:
- Written consent that covers where it appears and for how long
- Any return, saving or outcome mentioned in it
- Whether the published testimonial needs approval as a promotion