Financial advisors
Ads that start trusted conversations.
People don't hand their savings to an ad. They hand it to someone they trust. We build educational video ads and simple consultation or webinar funnels that introduce you properly first.
Who it's for: Independent advisors, planners and RIAs in the US and Canada.
Free call · Free sample · No lock-in contracts
Sound familiar?
- Compliance makes every ad slow to approve.
- Generic retirement ads attract the wrong people.
- You don't want to look salesy.
How we help you
Scroll-stopping ads
Short vertical video ads made for financial advisors and planners: plain-English explainers, retirement and tax-season Q&As, seminar invitations and 'who we help' videos.
Campaign setup
Lead forms or landing pages, local targeting by radius or postcode, and tracking that shows real enquiries.
Weekly testing
New hooks and offers tested every week so cost per lead keeps improving.
You approve everything
Financial products and services ads run in Meta's special ad category with restricted targeting. Every script goes to you and your compliance team before launch.
How it works
- 01
Free call about your services and service area
- 02
Ad plan and sample creative
- 03
Launch with a test budget
- 04
Weekly report: leads, cost and next tests
Questions
Is there a special ad category for financial services?
Yes. Meta treats many credit and financial services ads as a special ad category with limited targeting. We plan creative and offers so the right people self-select.
Do you write compliance-ready copy?
We write without performance promises or guarantees and keep records of every version, but your firm and compliance team make the final approval.