WiserAdvisor Client Surpasses 1,450 Client Reviews in Under a Year
13 Mayo 2024 - 8:00AM
WiserAdvisor, the original lead generation platform in the
financial services industry, has released a case study today that
they believe marks the most published client reviews of any RIA.
Pure Financial Advisors has hit a monumental milestone of acquiring
and publishing over 1,450 reviews through the Indyfin platform in
under 10 months.
Pure Financial Advisors has partnered with Indyfin’s parent
company and lead-generation platform, WiserAdvisor, since 2008.
Following WiserAdvisor’s acquisition of Indyfin in August of last
year, Pure Financial Advisors was eager to test the platform’s
ability to collect and publish client testimonials in compliance
with the SEC’s recent marketing ruling.
Pure Financial’s President Joe Anderson explains how his firm
partnered with WiserAdvisor to obtain a record-breaking number of
reviews in under 10 months. He said, “Before Indyfin, our industry
was missing a way to easily collect client testimonials. Learning
how Indyfin can package this service in a compliant-friendly way
made it an easy decision for us. Now, we can have a trusted
third-party company reach out to our clients to get honest reviews
and see how we’re doing.”
In terms of the quality of those testimonials, Anderson
continues, “So far, we’ve had a really positive experience. We have
4.9 stars on 1,457 reviews, which is a testament to how great our
advisors are with their clients. They really enjoy the financial
planning experience, and they’re giving the reviews I think our
advisors deserve.”
The platform allows advisors to create a digital footprint with
trust and transparency, which is essential in today’s digital
world. When making any purchase, you look up the reviews to see
what others are saying. The more reviews, the better the
credibility of the service or product. “Reviews build trust, says
Rishi Bharathan, CEO of WiserAdvisor. “Trust is key for financial
advisors and their clients.”
The advisor-focused review platform keeps client information
anonymousIndyfin’s platform was built to be a compliant system
that keeps client privacy at its core.
“When you’re an advisor, you want feedback from your clients,
but you don’t want to publish your client list online. Doing so
could expose them to internet phishing scams and other security
risks,” explains WiserAdvisor CEO Rishi Bharathan. To avoid this,
Indyfin anonymizes all client reviews.
In addition, the platform ensures advisors remain in control at
all times, meaning only current clients can provide reviews and
testimonials, adhering to SEC’s requirements.
How client testimonials support advisors’ marketing
effortsAnderson says he’s looking forward to incorporating his
client testimonials into various marketing campaigns, landing
pages, and other lead-generating strategies.
Indyfin supports advisors’ efforts to enhance marketing
materials with client testimonials in several ways. According to
Bharathan, “We enable advisors to link their Indyfin profile to
their websites. In addition, we’ve created email signature widgets
and LinkedIn widgets, which advisors can use to drive even more
traffic and create more visibility for their reviews.”
Unlike Google reviews, Indyfin allows the advisors to stay in
control. Anyone can leave a Google review, client or not, or even a
client from 2 years ago who may no longer be a client. Prior to
sending a detailed questionnaire, Indyfin confirms that they are
reaching out to a current client within a specified time frame for
timely and helpful feedback for the advisor.
About WiserAdvisorWiserAdvisor, is the original lead
generation platform in the financial services industry, providing
financial advisors with high-quality leads for more than 25 years.
The platform focuses on scoring lead quality through highly
targeted keywords, a detailed questionnaire and multiple
touchpoints. It continues to successfully generate qualified
investor referrals worth over 15 billion dollars in AUM for its
advisor members annually. Last August, WiserAdvisor acquired
Indyfin, allowing advisors to also gather client feedback, ratings,
and reviews in a 100% compliant way. To learn more, visit
https://www.wiseradvisor.com.
Kelsey Woodbridge
Ficomm Partners
kelsey.woodbridge@ficommpartners.com