Get more Google reviews for your advisory firm, automatically.

Someone choosing an advisor is trusting a stranger with their retirement, and they can’t test the relationship before they commit. So they read what your current clients said. Your reviews are doing the selling before the first meeting is booked.

When two or three firms offer similar planning, reviews usually break the tie. People look for signs you take time to understand their goals, explain recommendations in plain language, and return calls quickly.

Reviews also affect where you land on Google. A firm that keeps getting new reviews looks active and trusted, which helps you show up when someone searches for a financial advisor near them.

Plenty of satisfied clients would leave a review. Nobody asks them, or whether they are asked depends on which advisor remembered. ReviewNudger gives the firm one process and runs it the same way for every client.

Your office sends the request from the dashboard or the quick send link after the annual review, or a completed workflow step in Redtail CRM, Wealthbox, Salesforce, or any of 9,000+ apps through Zapier starts it. The client gets a text or email with a link straight to your Google review page. You choose the wording and the delay. If they don’t respond, a reminder goes out, and it stops the moment they leave a review.

Asking clients for reviews can raise questions under the SEC Marketing Rule, and broker-dealer representatives also answer to FINRA and their firm. Confirm the process with your chief compliance officer before turning it on. The request is a thank-you from the firm and a link, with no holdings, returns, or account details, and the default sends every client to Google rather than filtering anyone away from the public page.

Yes. After a one-time setup of about 10 minutes, there’s nothing to send, track, or remember beyond the one tap after a meeting. Advisors stay on client work, and the ask happens the same way every time.

New reviews show up in one inbox with a suggested reply ready to post. Automatic replies stay off unless you turn them on, so every reply can go through the review your compliance process requires, and staying on top of reviews takes minutes a week instead of hours.