With a compliance-first approach, there is no easier or lower-risk way for advisors to embrace client testimonials and take advantage of opportunities created by the new SEC marketing rule
Win more referrals with online reviews
Even when a happy client refers you to a new prospect, that prospect will first Google you along with their other recommendations.
Sophisticated platform makes compliance easy
If your firm is regulated by FINRA or the SEC, compliance is always a consideration.
Turn clients into promoters
Harness the power of online reviews by turning your clients into online promoters of your business. Letting your clients do the talking offers a great way to increase trust and attract new clients.
Showcase reviews on your own website
Our website widgets are simple to install and highly configurable, so your website visitors will always be presented with the great experiences your clients have shared.
Don't get left behind
Now that the SEC has opened the doors to testimonials and endorsements, it’s only a matter of time until all financial advisors accumulate the online ratings and reviews that consumers value so highly. Late adopters will appear suspicious to prospects who will wonder what they have to hide.