A 2025 Wealthtender study reveals that 83% of households earning over $100,000 research an advisor’s reputation online. In a competitive financial landscape, 96% of those referred to an advisor look them up online. Strategies to improve digital reputation include managing online reviews and responding to feedback.

Consumer review sites like Trustpilot and the BBB offer insight into client feedback. Identifying complaints, positive aspects, and overall sentiment can guide reputation management efforts. Responding to reviews can enhance client engagement and demonstrate attentiveness to feedback, contributing to a positive online reputation.

Creating valuable, personalized content is crucial for financial advisors to build trust with clients. While 53% of investors seek financial education, only 44% of advisors share personalized content. Tailoring content to client interests and life stages can help advisors showcase expertise and enhance their online reputation.

Developing a strong referral program can boost AUM and revenue for financial advisors. Identifying clients likely to refer others and considering compensation are key factors. Compliance with rules on paying for referrals is essential. Building a positive digital footprint through reputation management strategies can contribute to long-term growth and client trust.

Read more at Yahoo Finance: Reputation Management Strategies for Financial Advisors