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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.

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

Not for

It is not the right fit if.

  • Your firm has no clear rule on what a client review may say, and a review mentioning returns would have to be taken down.
  • You want reviews collected at once from every client, though no one has checked what your registration allows.

How it works

How the review generation work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Find the moment to ask

    We walk through one customer's visit with you and pick the point where the job is done and the customer is still in front of you or holding the phone.

  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. We also check that your name, address and phone on Google match your signboard.

  3. 3

    Set up the ask

    Link, QR code, message wording and a short briefing for the team. We write down what staff must never do: offer a discount, choose who to ask, or post a review themselves.

  4. 4

    Answer every review

    Each incoming review is answered by the routine set down in writing. A complaint is answered by the person who can fix it, with your approval where you want it.

  5. 5

    Count and adjust

    We count how many customers were asked and how many reviewed. If few reply, we move the moment or the person asking before touching the wording.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 7, after the sale. The audit comes before it, and sales management keeps it running.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2 · you are here

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

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 their portfolio did. Should we stop them?
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 the client for their 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

Further reading for wealth management firms.

All articles

More for wealth management firms

Everything else we would do for you.

Closest to this: reputation

Also for wealth management firms

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

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