Managing Reviews

Understanding the Review System

Riafin uses an approval-based review system to ensure quality and authenticity. All client reviews go through a moderation process before appearing on your public profile.

Review Workflow

How Reviews Are Submitted

Clients Can Submit Reviews:

• After completing service with you
• Via the review form on the platform
• As registered users or guests (with email verification)

Review Requirements:

• Star rating (1-5 stars)
• Written feedback (minimum 10 characters)
• Service date range
• Legal acknowledgment of authenticity
• Optional: Name and email (for guests)

Review Statuses

Unapproved Reviews:

• Newly submitted reviews awaiting your approval
• Visible only to you in the Pro Dashboard
• Do not appear on your public profile
• You decide whether to approve or keep private

Approved Reviews:

• Reviews you've approved
• Displayed on your public profile
• Visible to potential clients
• Contribute to your overall rating

Managing Reviews in Pro Dashboard

Accessing Your Reviews

Navigation:

1. Log in to your Pro Dashboard
2. Click on "Reviews" in the sidebar menu
3. View tabs for "Unapproved" and "Approved" reviews

Review Dashboard Layout

Tabs:

• Unapproved: Reviews awaiting your approval
• Approved: Reviews already approved and public

Review Counts:

• Shows total number in each category
• Helps you track pending approvals

Review Details

Each Review Shows:

• Rating: 1-5 star rating
• Body: Written review text
• Service Dates: When the service was provided
• Reviewer: Name (if provided) or "Anonymous"
• Submission Date: When review was submitted

Approving Reviews

To Approve a Review:

1. Navigate to "Unapproved" tab
2. Read the review content
3. Click the "Approve" button
4. Review immediately appears on your public profile

When to Approve:

• ✅ Genuine client feedback
• ✅ Appropriate and professional content
• ✅ Accurate representation of your service
• ✅ No confidential information disclosed

When to Keep Private:

• ❌ Fake or spam reviews
• ❌ Inappropriate language
• ❌ Confidential information exposed
• ❌ Clearly false claims

What You Cannot Do

Platform Limitations

You CANNOT:

• Edit review content
• Delete reviews permanently
• Respond publicly to reviews
• Hide approved reviews (once approved, they stay public)
• Block specific reviewers

Why These Restrictions Exist:

• Maintains review authenticity
• Prevents manipulation
• Ensures transparency
• Builds trust with potential clients

Review Content Guidelines

Information in Reviews

Clients May Include:

• Overall service experience
• Communication quality
• Expertise and professionalism
• Recommendation (yes/no)
• General outcomes

Clients Should NOT Include:

• Specific investment amounts
• Account numbers or identifiers
• Personal financial details
• Tax-specific information
• Estate planning specifics

If Confidential Information is Exposed

Steps:

1. Do not approve the review
2. Contact Riafin support immediately
3. Request review moderation
4. Explain the confidentiality concern

Building Your Reputation

Review Best Practices

Maximize Review Impact:

• Approve genuine positive reviews quickly
• Build a collection of diverse testimonials
• Don't approve fake or incentivized reviews
• Focus on quality over quantity

Review Volume Limits:

Once limit reached, oldest reviews may be archived.

Using Reviews Strategically

On Your Profile:

• Reviews appear on your public advisor profile
• Potential clients read them before contacting
• Higher ratings improve visibility
• Recent reviews carry more weight

For Marketing:

• Share approved reviews (with permission)
• Use testimonials in your materials
• Highlight specific strengths mentioned
• Build trust with prospects

Handling Challenging Reviews

Negative Reviews

If You Receive a Negative Review:

1. Read carefully: Understand the concern
2. Learn from it: Identify improvement areas
3. Approve if genuine: Don't hide honest feedback
4. Follow up privately: Contact client directly if appropriate
5. Use constructively: Improve your service

Do NOT:

• Argue or debate publicly
• Ask clients to change reviews
• Offer refunds in exchange for review changes
• Retaliate against reviewers

Fake or Suspicious Reviews

Signs of Fake Reviews:

• No actual service relationship
• Vague or generic content
• Suspicious timing
• Unverified guest reviewer

How to Report:

1. Do not approve the review
2. Contact Riafin support
3. Provide evidence (client records, communication)
4. Request investigation

Review Analytics

Metrics to Track

In Your Dashboard:

• Total Reviews: Overall count (approved + unapproved)
• Approval Rate: Percentage you approve
• Average Rating: Mean star rating
• Recent Activity: New submissions

Review Trends:

• Monitor rating over time
• Watch for recurring themes
• Identify service strengths
• Spot areas for improvement

Frequently Asked Questions

Q: How long do I have to approve a review? A: There is no time limit. Reviews remain in "Unapproved" until you approve them or contact support.

Q: Can I unapprove a review after approving it? A: No, once approved, reviews cannot be unapproved. Contact support for exceptional cases.

Q: Do I get notified when a new review is submitted? A: Check your dashboard regularly for new reviews.

Q: What if a client asks me to remove their review? A: Approved reviews cannot be removed by advisors. The client may contact Riafin support directly.

Q: Can clients update their reviews? A: No, reviews are submitted once and cannot be edited by clients.

Q: How do reviews affect my profile ranking? A: Reviews contribute to your credibility and may improve visibility in search results.

Remember: Reviews are permanent and public. Approve only reviews that accurately represent your service and maintain professional standards.