Few people wake up searching for a financial advisor. Facebook and Instagram let you reach pre-retirees and professionals with useful guides and events, and turn that trust into booked consultations.
Retirement checklists, tax guides and planning calculators.
Event registrations with reminders and follow-up.
Questions on life stage, needs and investable assets where appropriate.
Ads and forms prepared for your compliance team.
Educate, qualify, meet.
A guide, event or tool your ideal client actually wants.
A few questions to focus on prospects who fit your practice.
Fast follow-up and an easy booking link, tracked to new clients.
Yes, when the offer is educational and the follow-up is personal. Facebook works well for seminars and webinars, retirement and tax guides, and reaching people approaching retirement or going through life events. It works badly when ads jump straight to "book a free consultation" with no reason to trust you first.
| Ad type | Why it works |
|---|---|
| Short video from the adviser | Builds trust: people choose a person, not a firm |
| Lead form for a guide or checklist | Low-commitment first step |
| Event registration | Seminars and webinars convert well to meetings |
| Retargeting with consultation offer | For people who already engaged |
Meta treats many financial products and services as a special ad category, which limits targeting by age, gender and postcode, especially for credit, insurance and investment-related ads in many markets. Ads must not promise returns or use misleading claims. With age targeting restricted, the creative and offer, such as a retirement guide, do the work of reaching the right people. Your regulator's rules apply on top, and your compliance team approves every ad.
Real results from client accounts. Client names are kept private.
A lean Google Ads account structured around high-intent searches and accurate conversion tracking. In another account we generated 750+ conversions at under $1.50 each.
Yes, with educational offers such as guides, webinars and seminars, plus personal follow-up. Ads that ask for a meeting straight away usually perform poorly.
Often not. Meta's financial special ad category restricts age, gender and postcode targeting for many financial ads, so offers and creative do the targeting.
Short videos from the adviser, lead forms for retirement or tax guides, event registrations and retargeting with a consultation offer.
Your compliance team. We prepare ads, forms and pages for review and keep records of what ran.
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