One of the best ways to build this trust is through client reviews. But how do you get more of them? And just as importantly, how do you ask for reviews the right way? Let’s break it down.
1. Ask at the Right Time
The best time to ask for a review is when a client has had a positive experience. This could be after a successful financial milestone, a productive strategy session, or when they express gratitude for your guidance.
2. Make It Easy for Clients
The harder it is to leave a review, the less likely clients will do it. Provide direct links to your Google My Business, Yelp, or LinkedIn pages in your emails, website, and social media.
3. Use Email and SMS Requests
A simple, well-crafted follow-up message can go a long way. Personalize it by thanking the client and briefly explaining how their review helps others. Example:
Subject: Thank you for trusting us – a small favor?
Hi [Client’s Name],
I really appreciate the opportunity to work with you on your financial goals. If you found our service helpful, I’d love if you could share a quick review. It helps others looking for guidance and means a lot to our team.
[Insert Direct Link to Review Page]
Thanks again!
Best,
[Your Name]
4. Leverage Social Media
Encourage satisfied clients to share their experiences by posting review requests or featuring client testimonials on platforms like LinkedIn, Facebook, or Twitter.
5. Offer a Small Incentive (If Allowed)
While some platforms don’t allow incentivized reviews, you can still offer a thank-you gift, such as a free financial checklist, an exclusive newsletter, or a short consultation.
6. Respond to All Reviews
A simple “Thank you for your kind words” or a thoughtful response to criticism shows that you value client feedback. Engaging with reviews also encourages more people to leave their thoughts.
7. Showcase Reviews on Your Website
Displaying positive testimonials on your site can reassure visitors that others have had a great experience.
Video testimonials can be even more powerful.
8. Automate the Process
Use CRM software or automated email follow-ups to request reviews. This keeps the process consistent without requiring extra effort.
How NOT to Ask for Reviews
While getting reviews is essential, asking for them the wrong way can backfire. Here are some mistakes to avoid:
Avoid Generic Requests
“Please leave us a review” sounds impersonal and doesn’t inspire action. Instead, personalize your request based on the client’s experience.
Don’t Ask Too Soon (or Too Late)
If a client hasn’t fully experienced your service, they won’t have much to say. On the other hand, waiting too long might make them forget key details. Timing is crucial.
Never Pressure Clients
Clients should feel like leaving a review is their choice, not an obligation. Being too pushy can make them uncomfortable.
Avoid Asking for Only Positive Reviews
Encourage honest feedback rather than only five-star reviews. This ensures authenticity and helps you improve where needed.
Don’t Ignore Negative Reviews
Instead of deleting or ignoring negative reviews, respond professionally and address the issue. This shows you care about improving your service.
For financial planners, client reviews are more than just ratings, they’re trust signals that help grow your business.
By requesting, managing, and showcasing positive reviews the right way, you can strengthen your reputation, attract new clients, and build long-term relationships.
P.S. If you’re a financial planner looking to build trust and attract more clients, we specialize in helping businesses like yours gather and leverage authentic customer reviews. Let’s connect and take your online presence to the next level!