As a financial advisor, digital marketing can be a minefield of compliance issues. Advice you may receive from a marketing agency or various sites like Neil Patel do not consider the penalties you could run into if you use some of their tactics.
One of the big issues we often run into while working on SEO for Financial Advisors is the grey area that exists around reviews. When we're talking the most popular search engine in the world (Google), the main concern is Google My Business reviews.
Are you allowed to receive reviews on Google as a financial advisor?
The answer is, as usual, it depends.