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How to Claim Your Financial Advisors on Yelp

How to Claim Your Financial Advisors on Yelp

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One of the main factors associated with the success of a business is customer reviews. As a financial advisor, you can expect to gain more business by serving customers well and receiving quality reviews on sites such as Yelp. The reviews at Yelp are often used to influence customers to support a certain business. If you have solid reviews, then you will see more traffic as consumers look for financial advising services online.

One way to boost your business online is to claim your Yelp page. When you operate an office with multiple financial advisors working for you, claiming their pages as well places you all under the same business heading. This way, when anyone searches for financial advising assistance in your area, the advisors within your business pop up. And, they are associated with your company, which means only more business for you!

Use the simple guide below to claim your financial advisors’ profiles at Yelp. Gather everyone under your business name to drive traffic and build a stronger presence online.

Step 1

First, you need to visit biz.yelp.com. Click on the Manage my Free Listing box. This will take you to the first steps in claiming your financial advisors’ profiles. Enter in the zip code and name of the financial advisor in the boxes provided and hit continue.

A screenshot of Manage My Listing page on Yelp
Enter your zip code and name of the financial advisors

If a profile exists, you can claim it from there. If not, you will need to build the profile for your advisor. On the left-hand side, it will list Business Categories, phone number, website, address, and email address. Fill in these details with your employee’s information.

A screenshot of Yelp's listing page
You can claim your profile or create a new one by filling in employee information

Step 2

Now you are ready to create a business account. Enter in the first name of the individual, their email address and create a password. This information will need to be shared with your employee so they have access to the account.

A screenshot of Yelp's business pages
Create you business account on Yelp


Continue this process until you have claimed all the Yelp pages for your financial advisors. The process should only take a few minutes to complete. Now that you have the business accounts connected, photos can be uploaded to each page for further customer engagement.

By claiming the profiles, you can manage your page. Respond to negative and positive reviews on Yelp, showing your customers that you want to provide the best service possible. Remaining active with clients via reviews is a great way to show potential clients you care and are willing to go the extra mile to serve them.



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