Power your growth with compliant client reviews

Indyfin, powered by WiserAdvisor, makes it easy to collect client feedback and publish reviews across the web.

85% of consumers trust online reviews as much as personal recommendations1

9/10 consumers read reviews before making a purchasing decision2

Top 3 reviews are one of the most important factors in determining SEO ranking3

Improved SEO

Easy feedback collection

100% compliant

Valuable social proof

Publish in just a few clicks

Financial Advisors Grow with Indyfin

Joe Anderson

CEO, Pure Financial

Collect feedback

Indyfin, powered by WiserAdvisor, makes it easy for you to collect and analyze feedback from all your current clients. Not only does this result in client reviews, but you’ll also uncover clients who are most likely to give you a referral to boost your organic growth.

Improve your search ranking

Your verified Indyfin profile is a powerful input for search engines to improve your ranking. In fact, many reviews on Indyfin are picked up directly by Google and shown to searchers as they’re looking for advisors, providing immediate social proof.

Earn trust with verified reviews

Verified reviews from your current clients help you earn trust from online visitors. Prospects like knowing that you advise clients like them, and that others have seen success with your services.

Easily publish reviews across the web

Your firm website

LinkedIn

Your email signature

Your WiserAdvisor and Indyfin profiles

Indyfin Testimonials

Staying compliant

Indyfin, powered by WiserAdvisor, is compliant with the SEC’s new marketing rule in how it enables advisors to gather client reviews.

Indyfin’s proprietary technology and administrative features make it easy for your firm to remain compliant and in control to:

Verify that all feedback is from a current client

Monitor feedback for promissory or inappropriate language and PII

Review advisor profiles

Access education around new rules

Add appropriate disclosures regarding endorsements by Indyfin

Additional resources

The Art of Timely Follow-Ups: Converting Digital Leads into Clients

In today’s digital landscape, financial advisors face a unique challenge. While lead generation has become more accessible through various platforms, converting these digital leads into clients requires a strategic approach that many advisors haven’t yet mastered. At WiserAdvisor Growth, we’ve analyzed thousands of advisor-prospect interactions and discovered a crucial truth: response time is critical in…
Read More

Financial Advisor Reviews: A Success Story in Client Trust and Growth

The financial advisory landscape is experiencing a significant transformation, with client reviews becoming a crucial strategy for firms aiming to build trust and attract new clients. One example is Pure Financial Advisors, a forward-thinking firm that is effectively utilizing this approach to enhance client engagement.

Read More

Pricing

BasicProEnterprise
Verified profile on Indyfin
Feedback collection
NPS/overall score
Published reviews
LinkedIn, website and email widgets to drive visibility
Enhanced SEO visibility
Access to WiserAdvisor referral network (w/ discounted pricing)
Ability to download reviews
Ability to customize feedback survey
Firmwide feedback collection for multiple advisors
Your InvestmentFree$99/month or Free with WiserAdvisorCall for info

Get started now!