How to Safely Approach Online Reputation and Review Platforms as a Financial Advisor

Online business reputation and customer reviews have become a significant part of social media and various online platforms while rating everything from restaurants to products and even financial services. According to a recent article in Morningstar: “business owners are faced with the challenge of how to effectively manage their business’s reputation online”.

More importantly, the article juxtaposes the growing customer review trends in relation to the regulations set forth for financial advisors. Heres a few key points that advisors need to be aware of in order to avoid fines and lawsuits. Read more here and share your professional experience/opinion on the matter: How to Safely Approach Online Review Platforms as a Financial Advisor
 
Back
Top