Global View Investment Advisors, an independent, fee-only fiduciary, partnered with Indyfin to make verified client feedback visible and compliant across digital channels while aligning with the SEC’s Marketing Rule.
The firm implemented a repeatable system to collect feedback, convert it into compliant testimonials, and activate it across reviews, client promoters, and search; creating a scalable engine for sustained inbound growth.
KEY RESULTS
The Challenge
Before implementing Indyfin, Global View Investment Advisors was looking to:
- Build a consistent system to collect and manage client feedback
- Grow their digital footprint beyond 7 Google reviews
- Gain visibility into client satisfaction and engagement
- Identify and nurture their most engaged client relationships
A more systematic approach would allow the firm to unlock the full growth potential already within their client base.
The Solution: A System for Verified Client Reviews
Global View implemented Indyfin as a repeatable, workflow:
- Distributed client surveys in structured batches
- Collected verified, structured client reviews
- Captured real-time client sentiment and feedback
- Prompted satisfied clients to leave Google reviews and submit referrals
This created a system that scaled across the entire client base, rather than on one-off requests.
The Results
Client feedback now drives how the firm is discovered across AI, search, and digital channels.
- +159 Verified Indyfin Reviews
- 3.5x Increase in Google Reviews
- 31 Engaged Client Promoters
- Stronger Visibility Across AI Search and Reviews
- Powering AI Discovery through Verified Reviews
How it Scaled
One system. Three multipliers. Built to compound.
1. A repeatable, system-driven workflow scaled across the entire client base
2. One workflow captured reviews, inbounds, and feedback simultaneously
3. Engaged clients at the right moment in the relationship cycle
Advisors using Indyfin turn everyday client interactions into a scalable source of reviews, client referrals and online visibility.
Schedule a consultation with one of our experts, or get started today to see how you can benefit from verified client reviews and supercharge your organic lead generation.