Reputation Managementfor Financial Advisors

Yes, when it violates the platform's guidelines. The most common winnable grounds are reviews from people who were never clients, competitor postings, and specific false factual claims. Genuine negative opinion from a real client generally can't be removed, and we'll tell you honestly which category yours falls into.

Yes, with conditions, and that's a real change many advisors haven't caught up to. Under the SEC Marketing Rule, testimonials and endorsements are permitted as long as the required disclosures are made (whether the person giving it is a client, whether they were compensated, and any material conflicts) and your firm's compliance policies are followed. Where your firm permits it, we build a compliant review and testimonial program: real clients, required disclosures, compliance sign-off, no incentives, nothing fabricated. This is general information, not legal or compliance advice; your firm's compliance team has the final word.

Where your firm permits it, yes. Client reviews about an advisor generally function as testimonials under the SEC Marketing Rule, so the program has to be built with the required disclosures and your compliance team's approval, and we build it exactly that way. If your firm doesn't allow review solicitation, we say so honestly and focus the build track on the surfaces that don't require it: complete profiles, consistent credential display, and thought leadership.

Not the way we do it. We're not your compliance department and this isn't legal advice, but both tracks are built to stay inside the rules. On the defend side, removing content that genuinely violates platform policy doesn't implicate the testimonial rule. On the build side, any review or testimonial work runs with the Marketing Rule's required disclosures and your firm's compliance approval, and we coordinate with your compliance team wherever a step touches the rule or your regulatory record.

Here's the honest answer: regulatory records on BrokerCheck and IAPD are public and generally cannot be removed by a reputation firm. Expungement of a disclosure is a formal legal and arbitration process, and we do not litigate it. What we do address is the visibility and context around a record: the third-party articles and 'scam' pages that amplify or misrepresent it, and the accurate profiles and content that should rank alongside it. Our FINRA record removal service covers the regulatory-record side where relief is available.

Yes. We claim and complete your profiles on Google and the advisor directories prospects check, align your firm bio page, and keep your credential display (CFP, CFA, and the designations you hold) consistent everywhere your name appears, because complete profiles rank and occupy the search results for your name. For thought leadership, we place commentary and articles that run through your firm's compliance review before publication, because authority that clears compliance is authority you can keep.

Yes, compliantly. Under the SEC Marketing Rule, third-party ratings and awards count as advertising, and often as endorsements, so they can be displayed only with the required disclosures (the rating's date and the period it covers, who produced it, and whether any compensation was paid to obtain or promote it) and your firm's compliance approval. We display the genuine ratings and designations you've actually earned that way, and we're honest that pay-to-play 'awards' with no real selection criteria do more harm than good. This is general information, not compliance advice; your firm's compliance team has the final word.

No, and doing that would create a compliance problem rather than solve one. The SEC Marketing Rule prohibits presenting only positive testimonials while suppressing genuine negative ones, so a compliant program can't cherry-pick. What we remove is a different thing entirely: fake, non-client, defamatory, or policy-violating reviews that were never legitimate to begin with. Real client opinion generally stays, and a compliant review flow earns enough genuine, disclosed voices that one fair negative review carries less weight.

Often, yes, when it's a specific false statement of fact rather than protected opinion, or when it violates a platform's policy. False scam accusations on complaint boards and review sites are among the cases we pursue for removal, and suppress where removal isn't possible.

Be cautious. Beyond the compliance considerations, a public reply that tries to correct a false claim can inadvertently confirm a client relationship or disclose details you shouldn't. For advisors, removal of policy-violating content is usually the safer and more effective path, and a compliant, firm-approved response strategy can follow where appropriate.

Removal work has no upfront fee: you pay only after a specific piece of content is confirmed removed. Build-track work (a compliant testimonial program, profile build-out, thought leadership) is scoped and quoted in writing during your free case review, before you commit to anything.

Yes. In 2026, AI Overviews, ChatGPT, and Perplexity increasingly summarize an advisor's online profile when prospects ask about them, often before they open Google or BrokerCheck. Removing or correcting the source content is the only way to stop it from being repeated in an AI-generated answer about you, and complete profiles and compliance-approved thought leadership give those tools something accurate and credible to cite instead.

Clear policy-violating reviews often come down within 30 days. Defamatory articles and suppression campaigns take longer, sometimes months, and build work runs on compliance and editorial cycles. We give you a specific, honest timeline for your situation during the free review.