Reviews & Ratings
4 min read
Client reviews are crucial for building trust and attracting new leads. Learn how to manage your reviews through the dashboard and use best practices for building your reputation.
Managing Reviews
Learn how to view, approve, and manage client reviews in your Pro Dashboard.
- Approve genuine client reviews
- View unapproved and approved reviews
- Understand review limits by plan
Review Best Practices
Guidelines for handling feedback, requesting reviews, and building your reputation.
- Handle positive and negative feedback
- Ask clients for reviews appropriately
- Use feedback to improve your practice
Why Reviews Matter
Reviews build trust with potential clients researching advisors
Higher ratings improve your visibility in search results
More reviews increase credibility and client confidence