The Future of Financial Advisor Reviews

By Pareto Systems 11-02-26

(When) Will online reviews become an imperative for financial advisors?

Your clients are already reviewing you. Just not where prospects can see it.

Referrals still drive this business, but more prospects look you up online before they book a first meeting. And more top RIA firms are publishing client reviews every year.

On Tuesday, November 10, Duncan MacPherson and Whit Lanier, Co-Founder and CEO of Amplify Reviews, will lay out a simple, compliance-focused way to collect and publish client feedback without getting stuck in the SEC Marketing Rule.

You’ll learn how to:

Build a simple testimonial policy
Set up a process to collect and publish reviews
Use verified reviews to build trust and visibility online
Get started without overhauling your marketing

Tuesday, November 10 | 12:00 PM ET

Register: https://lnkd.in/gJSnu6Xe

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