For years, client reviews, such as those found on Google or Yelp, were off-limits for financial advisors. Now they’re not just allowed—they’re standard. If you’re not using them, here’s what you’re missing:

Better visibility. Search engines rank businesses with more reviews higher in their results.
AI optimization. AI tools scan reviews when making recommendations. Strong reviews increase your chances of being included.
Credibility with prospects. Reviews help both online and referral-based prospects evaluate you against other advisors.

Always check with compliance before implementing reviews. But in today’s environment, they’re an essential part of your marketing toolkit.

We Want Your Take! Are you using client reviews in your marketing strategy? We’d love to hear how you’ve navigated compliance, chosen platforms, or encouraged clients to share their experiences. Join the conversation and share your experience at the OnNiche® Public Square!