When someone searches for a financial advisor, they are ready to talk to one. We put your firm in front of those searches, filter out the wrong ones, and track which ads lead to meetings.
Advisor, planner, retirement and life-event searches in your area.
Jobs, courses, salary, free advice and DIY investing searches excluded.
Financial services verification and ad policy checks where required.
Calls, forms and booked consultations tracked from your calendar or CRM.
From search to first meeting.
Financial services verification and policies for your market.
Searches from people who want an advisor, not to become one.
Consultations and new clients tracked back to keywords.
Often, yes, because a single new client can be worth many years of fees. People searching "financial advisor near me", "retirement planning help" or "fee-only advisor" are actively looking. The key is filtering out the many searches from students, job seekers and DIY investors, and tracking meetings rather than clicks.
| Search | Intent |
|---|---|
| "financial advisor near me" / "[city] financial planner" | High: ready to meet |
| "retirement planning advisor" | High: specific need |
| "fee-only financial advisor" | High: knows what they want |
| "what to do with an inheritance" | Medium: life event |
| "how much do I need to retire" | Early research |
Google requires financial services verification for advertisers in many countries and has policies on financial products, disclosures and misleading claims. Your own regulator's rules apply on top. We check verification needs, keep ads factual, and send all copy to your compliance team before launch.
For ready prospects, Google usually brings higher-intent enquiries. Facebook ads are better for building trust with educational offers and seminars, and for reaching people before they search. Many advisers use Google for demand capture and Facebook for nurturing.
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.
Often yes, because client lifetime value is high and people searching for an advisor are ready to talk. Filtering wrong searches and tracking meetings is essential.
In many countries, Google requires financial services verification before ads can run. We check this for your market.
Advisor and planner searches with a location, retirement planning, fee-only and life-event searches such as inheritance or business sale.
We avoid promises of returns and misleading claims, follow platform policies, keep records and send all copy to your compliance team for approval.
A free review of your Google Ads, Meta ads and tracking. No obligation.
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