Skip to content

Badges and reviews

Badge

Listed on Financial Sales Insider

A badge and a reviews widget are optional. A listing does not depend on either one. Financial Sales Insider does not email a firm about them.

Listed on Financial Sales Insider

Criteria

  • The firm finished onboarding and chose what may be published.
  • The firm gave explicit publication consent for that preview.
  • A moderator approved the listing. Until then the listing stays private.
  • The public page shows the display name, summary, services, and ZIP area.
  • Legal name, contact name, email, phone, and street address stay private.

What the badge does not say

The wording is "Listed on Financial Sales Insider". We do not say verified. A verified label would need a real state license lookup or an IRS enrolled agent record check, and the profile would show what was checked and the date. This badge does not do that check. It is not a review by a CPA, not an income check, and not a ranking. It does not say top, best, or that any result is guaranteed.

How to embed the listing badge

The copy-paste snippet has one link to the firm's own profile. The address is the plain profile URL, with no tracking parameters. The image alt text is "Financial Sales Insider". The image has a fixed width and height. The snippet has no rel attribute. You may add rel="nofollow" if you want. Showing the badge is optional. A listing does not depend on it.

Reviews widget

The widget shows the live average and the count of published reviews, plus one link. The link text is Reviews on Financial Sales Insider. It uses rel="nofollow" and the plain profile address, with no tracking parameters. The same link is the fallback when JavaScript is off. The widget does not include review schema. Schema for real reviews appears only on the firm profile.

Example data

<div data-fsi-reviews="example-harbor-pine"></div>
<script async src="https://www.financialsalesinsider.com/widgets/reviews/example-harbor-pine/widget.js"></script>
<noscript><a rel="nofollow" href="https://www.financialsalesinsider.com/firms/example-harbor-pine">Reviews on Financial Sales Insider</a></noscript>

Milestone badges

A milestone image is available after the first published review. The image states the live count, or the live average and count, from published reviews only. It does not invent a threshold or a rank. The embed has one link to that firm's profile, fixed width and height, and alt text Financial Sales Insider. It has no rel attribute. A firm may add rel="nofollow".

What a review needs

  • The firm is listed and has agreed to publication.
  • The review stays hidden until a moderator approves it.
  • A high rating and a low rating use the same queue and the same rules.
  • The public name is a first name or initials. Email is not published.
  • The average counts only approved, published reviews.

List your firm