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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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A 90-minute audit call and a written, scored report. Turnaround, reporting and term are agreed in writing after the audit.

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

Not for

It is not the right fit if.

  • You want a guaranteed Google ranking or a guaranteed number of leads. Nobody honest can promise either.
  • You need enquiries by next week and have nobody to answer them.
  • You want posts and reach reported, not enquiries and orders.

How it works

From your first message to the first report.

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

  1. First

    Free audit call

    90 minutes with whoever handles your enquiries: how they arrive, how fast they are answered, where they are lost.

  2. After the call

    Written, scored report

    Six areas scored, fixes ranked by return and cost. If you want our help, the scope, the fee and the reporting come with it, in writing.

  3. Before work starts

    Baseline recorded

    Enquiries by source, reply time, conversion and cost per order, written down so every later report has an honest comparison.

  4. After the baseline

    The first fix goes live

    Usually the cheapest one on the report: reply time, a follow-up sequence or the marketing-to-sales handover.

  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 work runs for wealth management firms

  1. 1

    Assess

    We look at how investors currently find you, what your website tells them about fees and advisers, and how long a proposal sits before anyone follows up.

  2. 2

    Build trust before the call

    Adviser profiles, credentials, a clear explanation of the fee structure, and content that answers the questions investors search before they pick up the phone.

  3. 3

    Get the enquiry answered fast

    A response routine for calls, WhatsApp and referrals, and a record of every enquiry so none sit unanswered.

  4. 4

    Bring investors in

    Search visibility for the planning questions investors ask, and a referral process that gives existing investors an easy way to introduce someone.

  5. 5

    Keep the mandate

    A reporting rhythm the investor can rely on, and a review-meeting cadence that surfaces the next need before the investor goes looking elsewhere.

Proof

What happened when owners fixed this.

Real clients, the work we did, and the result as it was recorded. Where no number was recorded, none is claimed.

All case studies

  • Chord Road Hospital

    Situation
    Patients who knew the hospital trusted it. Patients who searched for a department or a treatment in the area did not find it.
    What we did
    • Website rebuilt around patient needs
    • Search visibility
    • Social media on a schedule
    • Review management
    Result
    • Organic traffic increased 60% within six months
    • Online appointment bookings increased 40%
    • Social following grew 45%, and engagement on it rose 70%
    Read the case study

  • Hotel Felicity Inn

    Situation
    A traveller compares three hotels on a phone and books one. The website was not built for that.
    What we did
    • The site rebuilt around booking
    • Photography and one look
    • Search work for destination searches
    • Content a traveller reads
    Result
    • Online bookings increased 35%
    • Organic traffic increased 50% within six months
    • Positive reviews on Google and TripAdvisor increased 30%
    Read the case study

Also worked with

Curtain Label · Difesa Security Services · Hands On CSR · Implevista · Kambar Group · Kalessi · Kerur Pain Clinic · LL Trust · Lucky Deals · Natural Gases · NavaShakthi Souhardha · NewCom Logistics · Proton Technical Services · SB Engineering · Shakthi Foundation · Shakthi Group · Urbanest · Insyde Studio · Venkateshwara Laser Tech · Vivara Studios

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.

The offer

Start with a free audit of how you sell.

It is useful on its own, whether or not you hire us.

What you receive

  • A 90-minute call with the person who will do the work
  • A written, scored report on the six places orders leak
  • Every fix ranked by what it returns and what it costs
  • The one thing to do first, and why
  • An honest line on whether you need outside help at all
  • If you do, the scope and the fee in writing

No invoice. No obligation. No sales script.

How the audit scores you: the Order Leak Framework

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FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Book the free audit
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.
Can we show our past portfolio returns in ads?
Not freely, and usually it is safer not to. SEBI and AMFI rules restrict how past performance appears, and require set disclosures where it is allowed. We build the content around your process, your advisers and the plans you write instead.
Do you know the advertising rules for investment advisers?
Yes, in outline, and your compliance officer has the final word. SEBI's advertisement code for registered advisers rules out promised returns and testimonials, and asks for registration details to be shown. Nothing goes live until your compliance officer signs it off.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped in the free audit 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 the audit, 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?
Fixes to reply time, follow-up and your Google Business Profile are the quickest to show, because the enquiries already exist. Ads can follow soon after follow-up is in place. SEO and content take longer. How long each takes depends on your business, and the audit tells you which applies to you. Nothing here is guaranteed.
Who will actually do the work?
The person you meet on the audit call. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.

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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