Financial Advisor Google Review Tool
The fastest way for a financial advisor to turn a finished consultation into a Google review. Add a name and number, hit send, get back to work.
14-day free trial · No setup fees · Cancel anytime
What the Tool Does (And What It Doesn't)
This isn't a marketing platform. It isn't a CRM. It's a tool that does exactly one thing: get a client to leave a Google review after you've finished a consultation. Below is what's inside.
SMS review requests
Sent the moment you finish a consultation. SMS gets a 90%+ open rate within minutes.
Sentiment gate
Unhappy clients give private feedback. Only happy ones go to Google.
Automatic follow-up nudge
If a client doesn't respond to the first request, one polite reminder goes out a few days later. Then it stops — no nagging.
Private feedback inbox
Every low rating that didn't go to Google lands in your dashboard with its comment, so you can call the client back and fix the issue.
Conversion stats
See how many requests you've sent, how many clients clicked through, and how many actually posted a review.
Bulk import past clients
Upload a CSV of recent clients and send a one-off request to all of them — a fast way to bank a wave of reviews.
What Using the Tool Actually Looks Like for a Financial Advisor
Five real scenarios from a typical week — a mortgage advice, a pension review, a follow-up on an older investment planning. Same three taps every time.
mortgage advice
A client who's just had a mortgage advice from you is the easiest review you'll ever ask for — when the moment is right. The system catches that moment.
pension review
A client who's just had a pension review from you is the easiest review you'll ever ask for — when the moment is right. The system catches that moment.
investment planning
A client who's just had a investment planning from you is the easiest review you'll ever ask for — when the moment is right. The system catches that moment.
retirement planning
A client who's just had a retirement planning from you is the easiest review you'll ever ask for — when the moment is right. The system catches that moment.
Why Most Financial Advisors Don't Use a Review Tool — Yet
The tools have been around for years. So why have most financial advisory firm owners never tried one? It usually comes down to the four objections below — all of which fall apart on closer look.
Financial services have a trust deficit after years of mis-selling scandals
Clients don't understand the value until years later
FCA regulation means you can't make claims about performance
Robo-advisors and online platforms compete on price
Top-ranking financial advisors typically have 20-50 Google reviews.
The Tool, From Tap to Review
Step one: open the app. Step two: enter the client. Step three: send. The SMS goes out, the review form opens for them, and your Google profile gets one richer. That's the whole product.
Finish a consultation
Wrap up the work the same way you always have. Nothing changes in how you operate.
Add the client
Drop their name and mobile into the app — fifteen seconds, from your phone.
Reviews land
Happy clients post directly to Google. Unhappy ones give you private feedback first.
The Tool's Price for Financial Advisors
14-day free trial on the plan you choose. Card required. Cancel from the dashboard anytime.
Lite
Enough credits for around 30 consultations a month.
- Up to 30 message credits per month
- SMS review requests
- Automatic follow-up nudges (can enable/disable)
- Sentiment gate (review filtering)
- Analytics dashboard
- Email support
Starter
Enough credits for around 150 consultations a month.
- Up to 150 message credits per month
- SMS review requests
- Automatic follow-up nudges (can enable/disable)
- Sentiment gate (review filtering)
- Analytics dashboard
- Email support
Growth
Enough credits for around 300 consultations a month.
- Up to 300 message credits per month
- Everything in Starter
- Priority support
Tool FAQs
How quickly can I send my first request?+
Under five minutes from signup. Connect your Google profile, add your first client, hit send. You'll often see the review appear on your profile that same day.
Does the tool send by SMS or email?+
SMS only. Email gets a fraction of the open rate and a much lower review conversion, so the tool is built around what actually works for a financial advisor: a single polite text message to a UK mobile.
What happens if a client doesn't reply?+
The tool sends one polite reminder after 3 days. After that, no more — we don't believe in nagging your clients on your behalf.
Can I bulk import old clients?+
Yes — upload a CSV, the tool deduplicates and validates phone numbers, and you can send a one-off request to everyone you've worked for in the last 6-12 months.
The simplest review tool a financial advisor can pick up.
No training, no onboarding, no integrations to set up. Sign up, add your first client, hit send. The next review is on its way.
Use the Tool14-day free trial · No setup fees · Cancel anytime
Other Professional Services we work with
The same approach works for adjacent professional services — same automation, different defaults.
More for financial advisors
Same topic, different angles — useful if you're researching how reviews fit into your wider financial advice business.
Further reading
Articles from the blog that go deeper into the topics on this page.