Ask at key trust moments (post-meeting, post-fund-transfer), use VouchedFor or Trustpilot, and automate the ask via CRM trigger 3-5 days after a positive event.
Where to collect
- VouchedFor: UK adviser vertical, trusted by consumers and FCA - Trustpilot: broader reach - Google Business Profile: local SEO lift
Cadence
- Post-consultation: ask for a Google review - Post-onboarding: ask for VouchedFor/Trustpilot - Annually: refresh with renewal clients
Compliance
Reviews must be unedited; do not selectively suppress negatives.