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Wealth management firms · Review generation

Ask for a review about the service, never about the returns.

Review generation for an advisory firm is getting clients to write publicly about working with you. What may be published is restricted, because rules on advertisements and testimonials in financial services limit claims about performance. GullySales fixes the moment of the ask and keeps the wording inside what your compliance officer allows.

Tell us what you needor call +91 80958 58589

Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of wealth management firms at work in India

What review generation means

Review generation is the routine of asking satisfied customers to leave a Google or platform review at the moment they are happiest, rather than hoping they remember later. GullySales builds the request into your existing follow-up steps and tracks how many turn into a review.

Also for wealth management firms

Sales and marketing for wealth management firms, the overview.

Last updated 5 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.

For wealth management firms

Where it usually goes wrong, and what we would do.

  • “Testimonials in financial services are restricted, and the rules change”

    Advertisement codes for registered advisers and for distributors limit testimonials and any suggestion of assured or past returns. Ask your compliance officer or check with the regulator, rather than copying another firm's website.

  • “The safe review is about the service, and it is the useful one”

    Whether calls were returned, whether the fee was explained before it was charged, whether the plan was in plain language. An investor choosing an adviser is looking for exactly that, not a number.

  • “The moment is after a review meeting, not after a good year”

    A client who has just watched you explain a plan is pleased with you. A client pleased with a rising market is pleased with the market, and a review written in that mood reads as a performance claim.

What we do

What we deliver for wealth management firms.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. An ask your compliance officer has approved

    Who asks, at what point, and a form of words that keeps the review to the service rather than to returns.

    Result: Reviews get collected without a compliance argument.

  2. A review link the advisers keep on their phones

    Your Google Business Profile link shortened and saved by everybody who sits across a table from a client.

    Result: A willing client is not lost to a search.

  3. Prompts about the working relationship

    Questions about how the plan was explained, how the fee was set out and how quickly calls are returned, sent with the link.

    Result: Reviews describe what a prospective client can judge you on.

  4. A written rule on what may be republished

    What goes on the website, what needs consent in writing, and what must never be used, settled with your compliance officer.

    Result: Nobody puts a client's words up without authority.

  5. A way to answer a complaint posted in public

    Who answers, what may be said about any client's account in public, and how the matter moves into your grievance process.

    Result: A complaint gets a professional answer.

  6. New reviews counted in the reporting

    Reviews received and replied to, set against the baseline recorded before the work starts.

    Result: The profile stops going stale unnoticed.

How the result is measured

  • Reviews received
  • Average rating
  • Response rate to requests

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full online review generation and management page

Asking clients for reviews, carefully

A firm asks about the service, after compliance has said what may be asked and where.

Compliance in writing
Before any request, get your compliance officer's written view on whether your registration allows client reviews to be invited and republished, and on which platforms.
After a review meeting
Ask after a meeting where the plan was explained, not after a market rally.
Wording about service
Suggest the client mention whether calls were returned, fees explained beforehand and documents in plain language. Leave out returns, gains and products.
NRI clients
Ask NRI clients to mention how reports and calls were handled across time zones.
More than one registration
If the firm is both adviser and distributor, ask compliance which entity's page may carry which review.
Clients not to ask
Do not ask a client who is unhappy with a recent outcome or in a dispute with the firm.

Who it is for

This is written for these wealth management firms.

  • Independent financial advisers
  • Registered investment advisory firms
  • Portfolio management services
  • Family offices
  • Mutual fund distributors
  • Insurance and wealth advisory practices
  • NRI-focused wealth advisers
  • Retirement and pension planning practices

How it works

From your first message to the first report.

No open-ended retainer. Every step gives you something in writing.

  1. First

    Your brief

    You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.

  2. After the brief

    A conversation and a written scope

    We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.

  3. Before work starts

    Baseline recorded

    The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.

  4. After the baseline

    The first fix goes live

    The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.

  5. As agreed

    Report against the baseline

    What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.

  6. At renewal

    Renew on the numbers

    The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.

How the review generation work runs

  1. 1

    Understand the customer journey

    We identify one fixed point in your service, such as handover or checkout, where every customer is asked in the same way.

  2. 2

    Read your current reviews

    We read every review you have, count how many were answered, and note what customers praise in their own words.

  3. 3

    Set up the ask process

    Templates and a simple sending process are built into your existing customer communication.

  4. 4

    Implement responses

    Every incoming review, positive or negative, is responded to by the routine set down in writing after we have spoken to you.

  5. 5

    Measure and adjust

    We track review volume and rating trend and adjust the ask timing if response rates are low.

Why us

Why owners pick GullySales over an agency.

  • Marketing and sales, as one job

    Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

  • The person on the first call does the work

    No account managers in between. You are never handed to someone you have not met.

  • A baseline before anything starts

    Your numbers are written down on day one, so every later report compares against something honest.

  • The fee in writing, split three ways

    Our time, your media spend and production on separate lines. You always see what goes to us.

  • No guarantees we cannot keep

    The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.

  • One office, and we say so

    Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.

Your brief

Tell us what you need, and we will read it before we call.

Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.

Tell us what you needor call +91 80958 58589

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Are we allowed to publish client testimonials?
Treat that as a compliance question. Advertisement and conduct rules in financial services restrict testimonials and any claim about returns, they are not the same for a registered adviser and for a distributor, and they are revised. Ask your compliance officer or the regulator before publishing anything.
Our clients will not write publicly about their money. What else works?
Most will not, and that is reasonable. Ask instead for a line about the service with no amounts in it, which many will give. A written note you may quote with permission, and a client willing to take a reference call, do the same job.
Can we ask a client to review us on a platform where reviews are anonymous?
Anonymous reviews can be unfair or fake and are hard to answer. Compliance should decide which platforms are acceptable. Your reply must not confirm whether the writer is a client or reveal any detail about their account.
A client wants to write about how well his portfolio did. Should we stop him?
You cannot control a client's own post, but do not ask for it, share it or reply in a way that adopts a performance claim. Thank him for his trust and take the question of republishing to your compliance officer.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.

From the blog

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Or start from the overview: sales and marketing for wealth management firms.

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Tell us what you are trying to grow, and we will read it before we call.

Eight short steps, mostly taps. Skip anything you would rather answer on the call.

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