The New Skool

The New Trust Signal: Why Client Reviews Are the Future of Advisor Marketing with Rishi Bharathan

Episode Summary

Since the SEC’s 2023 marketing rule update, client reviews have become a game-changer for financial advisors—fueling both trust and search visibility.

Episode Notes

Since the SEC’s 2023 marketing rule update, client reviews have become a game-changer for financial advisors—fueling both trust and search visibility. In this episode, Rishi Bharathan, CEO of WiserAdvisor, shares why reviews are no longer optional and how even a handful can dramatically improve your SEO and credibility. We dive into how to start collecting reviews strategically, address concerns around negative feedback, and use authentic client voices to build real competitive advantage. Whether you manage $25M or $250M, this conversation will help you rethink organic growth in a review-driven world.

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