Paid ads get you in front of your target market the same week you start. We build the campaigns, the creative, and even the landing pages that turn a search into a booked appointment.
Digital paid advertising for financial advisors is buying placement in front of people who are either actively searching for the services you offer or who match the profile of the clients you want. On Google that means bidding on the searches people type when they are looking for an advisor, so your practice appears at the moment of intent. On Meta, meaning Facebook and Instagram, it means putting a message in front of an audience defined by location, life stage, and interests. In both cases the click goes to a landing page built for conversions or an on-platform lead form, and the campaign is measured in booked appointments and calls as well as impressions.
Both tiers cover the same strategy, build, and optimization work. What changes is whether your creative includes video.
We define who we are targeting, on which platform, and what we are asking them to do before anything goes live. If you have existing ad accounts we audit and rebuild them rather than layering new campaigns on old structure.
Campaigns built around the searches people run when they are actively looking for an advisor. Keyword and negative-keyword management, ad copy, and bidding handled for you.
Audience building and lookalike targeting on Meta, with static image creative on every tier and video creative on the higher one.
Each campaign should get a page built for that campaign's message and one action. Sending paid traffic to a general homepage is the most common reason advisor ad budgets underperform. Landing pages can be added to any campaign for a nominal fee.
Tracking wired up so a booked appointment can be traced back to the campaign, ad, and keyword that produced it. Without it you are optimizing on clicks, which tells you very little.
Ongoing testing across ad creative and landing pages, with budget moved toward what is converting. Reporting shows spend, cost per lead, and appointments by campaign.
Want to know what this would look like for your practice?
Book a ConsultationA build phase, then a monthly cycle of testing and reallocation.
We audit or build your ad accounts, install conversion tracking, and agree the target audience and the offer. This is what the one-time set-up fee covers. If a campaign needs a dedicated landing page, we quote that alongside it.
Campaigns, ad groups, audiences, and creative are produced and staged for your review. Anything client-facing goes through your compliance process before it runs.
Campaigns go live with more than one variant running. The first few weeks are deliberately about learning which message and audience combination works, not about hitting a target cost per lead.
Monthly reporting on spend, cost per lead, and booked appointments by campaign, with budget shifted toward what is producing and losing variants retired.
Paid search is the one channel where you can reach someone at the exact moment they have decided they need an advisor and have started looking for one. That intent is why the clicks cost what they do, and it is why the channel works when the campaign behind it is built properly.
It is also the fastest control you have over volume. SEO, content, and social all compound, which is a strength over a year and a problem when you have capacity to fill this quarter. Paid ads are the lever you can pull now, and the one you can turn down when your calendar is full.
of brands
74 percent of brands cite pay-per-click advertising as a primary business driver.
Source: Market Evolution
Management is billed monthly and covers strategy, build, creative, and optimization. Ad spend is separate and goes to the platform, not to us.
Static
$500 /mo
Static + Video
$1,000 /mo
$500 one-time set-up fee on every tier.
Requires access to your ad accounts and website analytics. No contract on the standalone service.
On FinancialAdvisors.com management is $500 a month for static creative or $1,000 a month with video, plus a one-time $500 set-up fee. Ad spend is separate, paid to Google or Meta directly, and we ask for a minimum of $1,000 a month per platform for a campaign to gather enough data to optimize against. So a realistic first month on one platform is $500 management plus $500 set-up plus at least $1,000 in spend.
Below roughly $1,000 a month per platform, a campaign does not generate enough clicks and conversions for the platform's algorithm, or for us, to tell what is working. You end up paying management fees to optimize against noise. The minimum is there so the money you do spend has a chance of teaching us something.
Google if you want to reach people who have already decided they need an advisor and are searching. Meta if you are building awareness in a specific geography or life-stage audience who are not searching yet. Google clicks cost more and convert sooner. Meta reaches further for the money and needs a stronger creative and a longer runway. Most advisors starting out with a single platform get a cleaner read from Google.
Advertising is permitted under the SEC marketing rule, with disclosure and recordkeeping obligations that apply to paid ads as they do to any other advertisement. Everything client-facing is written to go through your compliance review before it runs, and we keep the creative and its approvals on file. Final responsibility for what publishes sits with your compliance process, as it should. We do not run copy that has not been through it.
Clicks on day one. Meaningful conclusions take longer. Plan on the first four to six weeks being a learning period where we are testing audiences, messages, and landing pages against each other, and expect cost per lead to fall after that rather than start low. Anyone promising you a reliable cost per appointment in week one is guessing.
Usually you want one. Sending paid traffic to a homepage is the single most common reason advisor ad budgets underperform, because a homepage is built to serve everyone and a campaign is built to serve one person with one question. The alternative is an on-platform lead form, which keeps the prospect inside Google or Meta and works well for a simple offer. Landing pages are not part of the management fee, but they can be added to any campaign for a nominal fee.
You do. Campaigns are built in your ad accounts under your billing, so the account history, the audiences, and the conversion data stay with you if you stop working with us. We ask for access rather than ownership.
The leads stop, quickly. That is the honest trade-off against SEO and content, which keep working after you stop paying for them. Paid ads are a tap rather than an asset. Most advisors who run them well treat them as the fast channel alongside a slower one, not as the whole strategy.
Book a call and we will map out what your practice actually needs first.