Your Clients Trust You With Their Retirement. Prospects Trust Reviews.
Financial advice is the ultimate trust-based service. Prospects research advisors for weeks — reading reviews, checking FINRA BrokerCheck, and asking for referrals. A thin review profile kills your credibility before you ever get a discovery call.
“People trust advisors with their life savings. Reviews are the first screen.”
Sound familiar?
Compliance fear is keeping you from collecting any reviews
SEC and FINRA rules make testimonials feel legally risky. So you collect zero reviews — while competitors find compliant ways to build social proof.
One client's market-timing complaint taints your profile
A client upset about a market dip writes a review blaming you for 'losing money.' It's the first thing prospects read — even though your long-term returns beat the S&P.
Your best long-term clients never write reviews
The retiree whose portfolio you've managed for 15 years? They're thrilled. But reviewing their financial advisor feels oddly personal — like reviewing their doctor.
Built for Financial Advisors & Planners
Annual Review Campaigns
Review requests timed to annual portfolio reviews — when clients see their returns and feel the strongest trust. Integrates with Redtail and Wealthbox.
SEC/FINRA-Compliant Templates
Review request and response templates reviewed for compliance. No testimonials, no performance guarantees — just genuine, compliant client engagement.
Client Satisfaction Analytics
Track sentiment trends across your book. Identify which client segments are happiest — and which need attention — before it shows up in reviews.
Chen Wealth Partners
6 reviews, 4.3★, referrals-only growth model hitting ceiling
35+ reviews, 4.9★, discovery calls doubled
“I was terrified of SEC compliance issues with reviews. Profile Rankings' templates are specifically designed for financial services. 35 reviews in 6 months — compliance-approved and client-approved.”
Ready to dominate your local financial advisors & planners market?
Join hundreds of financial advisors & planners already using Profile Rankings to collect more reviews, rank higher, and win more customers.
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