Ep 94: Why Client Reviews Are No Longer Optional скачать в хорошем качестве

Ep 94: Why Client Reviews Are No Longer Optional

Financial Advisors Want to Know: Why Client Reviews Are No Longer Optional | Ep. 94 Whit Lanier Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms. In this episode we are with Whit Lanier, CEO and co-founder of Amplify Reviews, to unpack how online reviews are reshaping trust, visibility, and growth for advisory firms. The conversation explores the post–SEC Marketing Rule landscape, why review adoption is accelerating fast, and how advisors can implement testimonials in a compliant, authentic way. Key Takeaways: Online reviews are becoming inevitable — prospects expect them, even when referrals start the relationship. Adoption is accelerating fast — top RIAs saw 400% growth in review usage year-over-year. Fear of bad reviews is largely unfounded — dissatisfied clients rarely leave public reviews while staying clients. Reviews strengthen trust and visibility — especially for SEO and AI-driven search results. Done right, reviews deepen relationships — asking clients for feedback reinforces partnership, not ego. Connect with Whit:   / whitlanier   Amplify Reviews Website: https://amplifyreviews.com/ Connect with Catherine:   / ctindallcpa   Sign-up for our newsletter: https://dominion-enterprise-services.... Contact Catherine's Team: admin@dominiones.com Looking for a more holistic relationship with your taxes? Book 15 minutes to have a coffee chat with Catherine to see if you could be doing more: https://calendly.com/ctindall/podcast... Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine: https://dominion-enterprise-services.... Visit us at DominionEs.com (https://dominiones.com/) Connect with Catherine on LinkedIn (  / ctindallcpa  )